STAR Financial Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

STAR Financial 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	$703K	Hold	5,287	–	–	0.33%	41
2025 Q4	$761K	Sell	5,287 -25	-0.5%	-$3.61K	0.39%	43
2025 Q3	$749K	Sell	5,312 -10	-0.2%	-$1.32K	0.44%	42
2025 Q2	$674K	Sell	5,322 -870	-14%	-$96.5K	0.43%	52
2025 Q1	$639K	Sell	6,192 -102	-2%	-$11.6K	0.47%	53
2024 Q4	$732K	Hold	6,294	–	–	0.53%	43
2024 Q3	$710K	Hold	6,294	–	–	0.48%	51
2024 Q2	$712K	Sell	6,294 -150	-2%	-$15.8K	0.55%	51
2024 Q1	$671K	Hold	6,444	–	–	0.57%	43
2023 Q4	$620K	Hold	6,444	–	–	0.56%	42
2023 Q3	$528K	Hold	6,444	–	–	0.54%	44
2023 Q2	$560K	Sell	6,444 -348	-5%	-$27.4K	0.52%	46
2023 Q1	$513K	Sell	6,792 -60	-0.9%	-$4.13K	0.5%	49
2022 Q4	$426K	Buy	+6,852	New	+$435K	0.42%	59

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

STAR Financial Bank's XLK Position: Q1 2026 in Review

STAR Financial Bank held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 5,287 shares worth $703K. The position accounts for 0.33% of the portfolio, ranked #41.

STAR Financial Bank first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $761K in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

STAR Financial Bank held 5,287 shares of State Street Technology Select Sector SPDR ETF worth $703K as of Q1 2026.
STAR Financial Bank left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.33% of STAR Financial Bank's portfolio in Q1 2026, its #41 holding.
STAR Financial Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's State Street Technology Select Sector SPDR ETF position peaked at $761K in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.