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

Union Savings 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 Q2	$41.2K	Hold	216	–	–	0.02%	215
2026 Q1	$28.7K	Hold	216	–	–	0.01%	225
2025 Q4	$31.1K	Buy	+216	New	+$31.2K	0.01%	226
2025 Q2	$28.4K	Sell	216 -2,390	-92%	-$265K	0.01%	233
2025 Q1	$269K	Hold	2,606	–	–	0.13%	111
2024 Q4	$303K	Hold	2,606	–	–	0.15%	104
2024 Q3	$294K	Hold	2,606	–	–	0.14%	107
2024 Q2	$295K	Sell	2,606 -98	-4%	-$10.3K	0.15%	106
2024 Q1	$282K	Sell	2,704 -540	-17%	-$54.6K	0.15%	108
2023 Q4	$312K	Sell	3,244 -116	-3%	-$10.3K	0.18%	106
2023 Q3	$275K	Buy	3,360 +300	+10%	+$25.7K	0.17%	108
2023 Q2	$273K	Buy	+3,060	New	+$241K	0.16%	107

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

Union Savings Bank's XLK Position: Q2 2026 in Review

Union Savings Bank held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 216 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #215.

Union Savings Bank first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $312K in Q4 2023. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Union Savings Bank held 216 shares of State Street Technology Select Sector SPDR ETF worth $41.2K as of Q2 2026.
Union Savings Bank left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Union Savings Bank's portfolio in Q2 2026, its #215 holding.
Union Savings Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's State Street Technology Select Sector SPDR ETF position peaked at $312K in Q4 2023.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.