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

Umpqua 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	–	Sell	-1,972	Closed	-$284K	–	162
2025 Q4	$284K	Sell	1,972 -192	-9%	-$27.7K	0.08%	137
2025 Q3	$308K	Sell	2,164 -108	-5%	-$14.3K	0.09%	133
2025 Q2	$291K	Sell	2,272 -230	-9%	-$25.5K	0.09%	142
2025 Q1	$258K	Sell	2,502 -174	-7%	-$19.7K	0.09%	139
2024 Q4	$305K	Buy	+2,676	New	+$311K	0.11%	125

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Umpqua Bank's XLK Position: Q1 2026 in Review

Umpqua Bank sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,972 shares — an estimated $284K sold.

Umpqua Bank first reported a position in XLK in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q3 2025. 2,414 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Umpqua Bank reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Umpqua Bank sold 1,972 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $284K.
Umpqua Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Umpqua Bank's State Street Technology Select Sector SPDR ETF position peaked at $308K in Q3 2025.
2,414 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Umpqua Bank's 13F filing for Q1 2026, filed 28 Apr 2026.