Silver Oak Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Silver Oak Securities’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	$4.15M	Buy	31,225 +1,105	+4%	+$156K	0.3%	67
2025 Q4	$4.38M	Sell	30,120 -5,026	-14%	-$726K	0.3%	76
2025 Q3	$4.95M	Buy	35,146 +3,108	+10%	+$412K	0.37%	59
2025 Q2	$4.06M	Buy	32,038 +1,528	+5%	+$170K	0.33%	65
2025 Q1	$3.15M	Buy	30,510 +2,890	+10%	+$328K	0.29%	77
2024 Q4	$3.24M	Buy	27,620 +4,092	+17%	+$476K	0.3%	75
2024 Q3	$2.61M	Sell	23,528 -762	-3%	-$83.6K	0.28%	82
2024 Q2	$2.75M	Buy	24,290 +3,040	+14%	+$320K	0.41%	62
2024 Q1	$2.21M	Sell	21,250 -4,006	-16%	-$405K	0.34%	72
2023 Q4	$2.43M	Buy	25,256 +23,194	+1,125%	+$2.06M	0.33%	66
2023 Q3	$169K	Sell	2,062 -9,812	-83%	-$841K	0.04%	310
2023 Q2	$1.03M	Sell	11,874 -2,888	-20%	-$228K	0.17%	128
2023 Q1	$1.11M	Buy	14,762 +1,070	+8%	+$73.6K	0.18%	99
2022 Q4	$852K	Buy	13,692 +11,630	+564%	+$739K	0.16%	109
2022 Q3	$169K	Sell	2,062 -14,610	-88%	-$997K	0.04%	310
2022 Q2	$1.14M	Sell	16,672 -1,384	-8%	-$96.4K	0.26%	71
2022 Q1	$1.38M	Buy	+18,056	New	+$1.42M	0.28%	78

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

Silver Oak Securities's XLK Position: Q1 2026 in Review

Silver Oak Securities increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q1 2026, buying an estimated $156K and bringing the position to 31,225 shares worth $4.15M. The position accounts for 0.3% of the portfolio, ranked #67.

Silver Oak Securities first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.95M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Silver Oak Securities held 31,225 shares of State Street Technology Select Sector SPDR ETF worth $4.15M as of Q1 2026.
Silver Oak Securities bought 1,105 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $156K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Silver Oak Securities's portfolio in Q1 2026, its #67 holding.
Silver Oak Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Silver Oak Securities's State Street Technology Select Sector SPDR ETF position peaked at $4.95M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.