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

Tompkins Financial’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	$23.2M	Buy	121,594 +14,582	+14%	+$2.49M	1.62%	18
2026 Q1	$14.2M	Sell	107,012 -5,346	-5%	-$753K	1.13%	25
2025 Q4	$16.2M	Buy	112,358 +6,934	+7%	+$1M	1.26%	21
2025 Q3	$14.9M	Buy	105,424 +73,104	+226%	+$9.68M	1.24%	21
2025 Q2	$4.09M	Hold	32,320	–	–	0.38%	56
2025 Q1	$3.34M	Hold	32,320	–	–	0.32%	61
2024 Q4	$3.76M	Buy	32,320 +200	+0.6%	+$23.3K	0.35%	55
2024 Q3	$3.63M	Buy	32,120 +15,000	+88%	+$1.65M	0.35%	56
2024 Q2	$1.94M	Sell	17,120 -102	-0.6%	-$10.7K	0.2%	67
2024 Q1	$1.79M	Buy	17,222 +2,090	+14%	+$211K	0.2%	69
2023 Q4	$1.46M	Hold	15,132	–	–	0.18%	73
2023 Q3	$1.24M	Sell	15,132 -1,400	-8%	-$120K	0.2%	72
2023 Q2	$1.44M	Hold	16,532	–	–	0.23%	68
2023 Q1	$1.25M	Hold	16,532	–	–	0.2%	73
2022 Q4	$1.03M	Hold	16,532	–	–	0.16%	83
2022 Q3	$982K	Hold	16,532	–	–	0.17%	83
2022 Q2	$1.05M	Buy	16,532 +1,000	+6%	+$69.7K	0.17%	83
2022 Q1	$1.23M	Buy	+15,532	New	+$1.22M	0.17%	82
2021 Q1	–	Sell	-300	Closed	-$20K	–	546
2020 Q4	$20K	Hold	300	–	–	﹤0.01%	316
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	300
2020 Q2	$16K	Hold	300	–	–	﹤0.01%	298
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	315
2019 Q4	$14K	Buy	+300	New	+$12.8K	﹤0.01%	328

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tompkins Financial's XLK Position: Q2 2026 in Review

Tompkins Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q2 2026, buying an estimated $2.49M and bringing the position to 121,594 shares worth $23.2M. The position accounts for 1.62% of the portfolio, ranked #18.

Tompkins Financial first reported a position in XLK in Q4 2019 and has held it in 23 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Tompkins Financial held 121,594 shares of State Street Technology Select Sector SPDR ETF worth $23.2M as of Q2 2026.
Tompkins Financial bought 14,582 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.49M.
State Street Technology Select Sector SPDR ETF made up 1.62% of Tompkins Financial's portfolio in Q2 2026, its #18 holding.
Tompkins Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.