First Western Trust Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Western Trust Bank’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 Q1	$228K	Sell	1,718 -1,984	-54%	-$280K	0.01%	192
2025 Q4	$533K	Buy	3,702 +1,618	+78%	+$234K	0.03%	119
2025 Q3	$294K	Hold	2,084	–	–	0.01%	160
2025 Q2	$264K	Hold	2,084	–	–	0.01%	169
2025 Q1	$215K	Hold	2,084	–	–	0.01%	181
2024 Q4	$242K	Hold	2,084	–	–	0.01%	170
2024 Q3	$235K	Hold	2,084	–	–	0.01%	184
2024 Q2	$236K	Hold	2,084	–	–	0.01%	176
2024 Q1	$217K	Hold	2,084	–	–	0.01%	195
2023 Q4	$201K	Buy	+2,084	New	+$186K	0.01%	196
2023 Q3	–	Sell	-2,354	Closed	-$205K	–	188
2023 Q2	$205K	Buy	+2,354	New	+$186K	0.01%	182
2022 Q2	–	Sell	-2,504	Closed	-$174K	–	191
2022 Q1	$202K	Buy	+2,504	New	+$197K	0.01%	184

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Western Trust Bank's XLK Position: Q1 2026 in Review

First Western Trust Bank reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 54% in Q1 2026, selling an estimated $280K and leaving 1,718 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #192.

First Western Trust Bank first reported a position in XLK in Q1 2022 and has held it in 12 quarters since. The position peaked at $533K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

First Western Trust Bank held 1,718 shares of State Street Technology Select Sector SPDR ETF worth $228K as of Q1 2026.
First Western Trust Bank sold 1,984 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $280K.
State Street Technology Select Sector SPDR ETF made up 0.01% of First Western Trust Bank's portfolio in Q1 2026, its #192 holding.
First Western Trust Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
First Western Trust Bank's State Street Technology Select Sector SPDR ETF position peaked at $533K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.