Morton Community Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Morton Community 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	$2.12M	Buy	15,971 +257	+2%	+$36.2K	0.46%	90
2025 Q4	$2.26M	Buy	15,714 +786	+5%	+$114K	0.49%	89
2025 Q3	$2.24M	Buy	14,928 +5,968	+67%	+$790K	0.52%	88
2025 Q2	$1.13M	Buy	+8,960	New	+$994K	0.28%	92

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

Morton Community Bank's XLK Position: Q1 2026 in Review

Morton Community Bank increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, buying an estimated $36.2K and bringing the position to 15,971 shares worth $2.12M. The position accounts for 0.46% of the portfolio, ranked #90.

Morton Community Bank first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Morton Community Bank held 15,971 shares of State Street Technology Select Sector SPDR ETF worth $2.12M as of Q1 2026.
Morton Community Bank bought 257 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $36.2K.
State Street Technology Select Sector SPDR ETF made up 0.46% of Morton Community Bank's portfolio in Q1 2026, its #90 holding.
Morton Community Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Morton Community Bank's State Street Technology Select Sector SPDR ETF position peaked at $2.26M 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 Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.