Burke & Herbert Bank & Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$955K	Buy	5,010 +410	+9%	+$70.1K	0.24%	105
2026 Q1	$611K	Buy	4,600 +90	+2%	+$12.7K	0.17%	122
2025 Q4	$649K	Sell	4,510 -5,450	-55%	-$787K	0.18%	117
2025 Q3	$1.4M	Sell	9,960 -130	-1%	-$17.2K	0.3%	91
2025 Q2	$1.28M	Hold	10,090	–	–	0.29%	98
2025 Q1	$1.04M	Sell	10,090 -1,170	-10%	-$133K	0.25%	108
2024 Q4	$1.31M	Buy	11,260 +50	+0.4%	+$5.82K	0.31%	89
2024 Q3	$1.27M	Sell	11,210 -130	-1%	-$14.3K	0.29%	94
2024 Q2	$1.28M	Buy	+11,340	New	+$1.19M	0.31%	92

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burke & Herbert Bank & Trust's XLK Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.9% in Q2 2026, buying an estimated $70.1K and bringing the position to 5,010 shares worth $955K. The position accounts for 0.24% of the portfolio, ranked #105.

Burke & Herbert Bank & Trust first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q3 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Burke & Herbert Bank & Trust held 5,010 shares of State Street Technology Select Sector SPDR ETF worth $955K as of Q2 2026.
Burke & Herbert Bank & Trust bought 410 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $70.1K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #105 holding.
Burke & Herbert Bank & Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's State Street Technology Select Sector SPDR ETF position peaked at $1.4M in Q3 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.