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

Canandaigua National 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	$261K	Buy	+1,370	New	+$234K	0.02%	283
2018 Q4	–	Sell	-5,448	Closed	-$205K	–	341
2018 Q3	$205K	Buy	+5,448	New	+$200K	0.04%	315

Other funds holding XLK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Canandaigua National Bank & Trust's XLK Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,370 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in XLK as recently as Q3 2018.

Canandaigua National Bank & Trust first reported a position in XLK in Q3 2018 and has held it in 2 quarters since. 1,473 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Canandaigua National Bank & Trust held 1,370 shares of State Street Technology Select Sector SPDR ETF worth $261K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #283 holding.
Canandaigua National Bank & Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 2 quarters since.
1,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.