Union Bancaire Privee’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Union Bancaire Privee’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	$6.23M	Sell	33,614 -24,733	-42%	-$4.23M	0.07%	157
2026 Q1	$7.44M	Buy	58,347 +50,573	+651%	+$7.13M	0.1%	128
2025 Q4	$1.13M	Hold	7,774	–	–	0.01%	282
2025 Q3	$1.08M	Hold	7,774	–	–	0.02%	253
2025 Q2	$975K	Buy	7,774 +1,400	+22%	+$155K	0.01%	253
2025 Q1	$658K	Hold	6,374	–	–	0.01%	290
2024 Q4	$747K	Buy	+6,374	New	+$742K	0.01%	298

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Union Bancaire Privee's XLK Position: Q2 2026 in Review

Union Bancaire Privee reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 42% in Q2 2026, selling an estimated $4.23M and leaving 33,614 shares worth $6.23M. The position accounts for 0.07% of the portfolio, ranked #157.

Union Bancaire Privee first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.44M in Q1 2026. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Union Bancaire Privee held 33,614 shares of State Street Technology Select Sector SPDR ETF worth $6.23M as of Q2 2026.
Union Bancaire Privee sold 24,733 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.23M.
State Street Technology Select Sector SPDR ETF made up 0.07% of Union Bancaire Privee's portfolio in Q2 2026, its #157 holding.
Union Bancaire Privee first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's State Street Technology Select Sector SPDR ETF position peaked at $7.44M in Q1 2026.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.