Security National Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Security National 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 Q2	$229K	Hold	1,200	–	–	0.03%	150
2026 Q1	$159K	Hold	1,200	–	–	0.02%	154
2025 Q4	$173K	Hold	1,200	–	–	0.02%	151
2025 Q3	$169K	Hold	1,200	–	–	0.03%	148
2025 Q2	$152K	Hold	1,200	–	–	0.03%	140
2025 Q1	$124K	Hold	1,200	–	–	0.02%	149
2024 Q4	$140K	Hold	1,200	–	–	0.02%	137
2024 Q3	$135K	Hold	1,200	–	–	0.02%	133
2024 Q2	$136K	Hold	1,200	–	–	0.02%	129
2024 Q1	$125K	Hold	1,200	–	–	0.02%	132
2023 Q4	$115K	Buy	+1,200	New	+$107K	0.03%	134

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Security National Bank's XLK Position: Q2 2026 in Review

Security National Bank held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,200 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #150.

Security National Bank first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Security National Bank held 1,200 shares of State Street Technology Select Sector SPDR ETF worth $229K as of Q2 2026.
Security National Bank left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Security National Bank's portfolio in Q2 2026, its #150 holding.
Security National Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.