First Merchants Corp’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Merchants Corp’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	$13M	Buy	68,432 +341	+0.5%	+$58.3K	0.46%	55
2026 Q1	$9.05M	Buy	68,091 +2,851	+4%	+$402K	0.34%	74
2025 Q4	$9.39M	Buy	65,240 +420	+0.6%	+$60.7K	0.35%	71
2025 Q3	$9.14M	Sell	64,820 -2,142	-3%	-$284K	0.34%	74
2025 Q2	$8.48M	Sell	66,962 -1,842	-3%	-$204K	0.33%	81
2025 Q1	$7.1M	Sell	68,804 -1,300	-2%	-$147K	0.28%	94
2024 Q4	$8.15M	Sell	70,104 -180	-0.3%	-$20.9K	0.31%	80
2024 Q3	$7.93M	Buy	70,284 +574	+0.8%	+$63K	0.3%	84
2024 Q2	$7.89M	Sell	69,710 -5,920	-8%	-$623K	0.32%	77
2024 Q1	$7.88M	Buy	75,630 +5,392	+8%	+$545K	0.59%	51
2023 Q4	$6.76M	Buy	70,238 +2,712	+4%	+$241K	0.55%	60
2023 Q3	$5.53M	Buy	67,526 +4,852	+8%	+$416K	0.49%	69
2023 Q2	$5.45M	Buy	62,674 +4,998	+9%	+$394K	0.46%	80
2023 Q1	$4.35M	Buy	57,676 +1,104	+2%	+$76K	0.39%	88
2022 Q4	$3.52M	Buy	56,572 +35,258	+165%	+$2.24M	0.32%	103
2022 Q3	$1.27M	Buy	21,314 +4,394	+26%	+$300K	0.13%	145
2022 Q2	$1.07M	Sell	16,920 -5,246	-24%	-$365K	0.11%	160
2022 Q1	$1.76M	Sell	22,166 -2,456	-10%	-$193K	0.14%	143
2021 Q4	$2.14M	Sell	24,622 -132	-0.5%	-$10.9K	0.17%	135
2021 Q3	$1.85M	Buy	24,754 +528	+2%	+$40.7K	0.12%	144
2021 Q2	$1.79M	Buy	24,226 +1,262	+5%	+$88.4K	0.12%	145
2021 Q1	$1.52M	Sell	22,964 -234	-1%	-$15.4K	0.1%	153
2020 Q4	$1.51M	Sell	23,198 -600	-3%	-$36.5K	0.1%	148
2020 Q3	$1.39M	Hold	23,798	–	–	0.11%	145
2020 Q2	$1.24M	Hold	23,798	–	–	0.1%	144
2020 Q1	$956K	Sell	23,798 -1,500	-6%	-$68.5K	0.12%	154
2019 Q4	$1.16M	Sell	25,298 -100	-0.4%	-$4.28K	0.12%	166
2019 Q3	$1.02M	Hold	25,398	–	–	0.11%	172
2019 Q2	$991K	Hold	25,398	–	–	0.16%	136
2019 Q1	$940K	Hold	25,398	–	–	0.15%	136
2018 Q4	$787K	Hold	25,398	–	–	0.15%	136
2018 Q3	$957K	Hold	25,398	–	–	0.16%	135
2018 Q2	$882K	Buy	25,398 +3,598	+17%	+$123K	0.15%	140
2018 Q1	$713K	Hold	21,800	–	–	0.12%	147
2017 Q4	$697K	Hold	21,800	–	–	0.12%	156
2017 Q3	$644K	Hold	21,800	–	–	0.11%	164
2017 Q2	$596K	Hold	21,800	–	–	0.16%	116
2017 Q1	$581K	Hold	21,800	–	–	0.16%	116
2016 Q4	$527K	Hold	21,800	–	–	0.16%	119
2016 Q3	$521K	Hold	21,800	–	–	0.17%	114
2016 Q2	$473K	Hold	21,800	–	–	0.16%	117
2016 Q1	$484K	Hold	21,800	–	–	0.17%	114
2015 Q4	$467K	Hold	21,800	–	–	0.16%	116
2015 Q3	$431K	Hold	21,800	–	–	0.15%	121
2015 Q2	$451K	Hold	21,800	–	–	0.14%	124
2015 Q1	$452K	Hold	21,800	–	–	0.14%	122
2014 Q4	$451K	Hold	21,800	–	–	0.14%	114
2014 Q3	$435K	Hold	21,800	–	–	0.14%	117
2014 Q2	$418K	Hold	21,800	–	–	0.13%	117
2014 Q1	$396K	Hold	21,800	–	–	0.13%	117
2013 Q4	$389K	Hold	21,800	–	–	0.13%	119
2013 Q3	$349K	Hold	21,800	–	–	0.12%	116
2013 Q2	$333K	Buy	+21,800	New	+$337K	0.12%	118

Other funds holding XLK

BHWM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return