David J. Yvars Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

David J. Yvars Group’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 Q3	$5.56M	Sell	28,422 -70	-0.2%	-$12.9K	2.56%	10
2026 Q2	$5.43M	Sell	28,492 -3	-0%	-$513	2.56%	10
2026 Q1	$3.79M	Buy	28,495 +75	+0.3%	+$10.6K	2.12%	11
2025 Q4	$4.09M	Buy	28,420 +642	+2%	+$92.7K	2.18%	12
2025 Q3	$3.91M	Buy	27,778 +3,770	+16%	+$499K	2.1%	12
2025 Q2	$3.04M	Sell	24,008 -2,082	-8%	-$231K	1.78%	15
2025 Q1	$2.69M	Sell	26,090 -418	-2%	-$47.4K	2.12%	11
2024 Q4	$3.08M	Buy	26,508 +292	+1%	+$34K	1.88%	18
2024 Q3	$2.96M	Sell	26,216 -1,132	-4%	-$124K	1.83%	17
2024 Q2	$3.09M	Buy	27,348 +2,034	+8%	+$214K	1.94%	17
2024 Q1	$2.64M	Buy	25,314 +1,014	+4%	+$103K	1.78%	17
2023 Q4	$2.34M	Buy	24,300 +1,804	+8%	+$161K	1.88%	16
2023 Q3	$1.84M	Buy	22,496 +76	+0.3%	+$6.52K	1.54%	19
2023 Q2	$1.95M	Buy	22,420 +7,280	+48%	+$574K	1.61%	17
2023 Q1	$1.14M	Buy	15,140 +850	+6%	+$58.5K	1.03%	23
2022 Q4	$889K	Sell	14,290 -92,176	-87%	-$5.85M	1.11%	18
2022 Q3	$6.32M	Buy	106,466 +88,834	+504%	+$6.06M	7.03%	3
2022 Q2	$1.12M	Sell	17,632 -218	-1%	-$15.2K	1.53%	13
2022 Q1	$1.42M	Sell	17,850 -24	-0.1%	-$1.88K	0.99%	24
2021 Q4	$1.55M	Buy	17,874 +2,228	+14%	+$183K	0.96%	21
2021 Q3	$1.19M	Buy	15,646 +2,098	+15%	+$162K	0.69%	23
2021 Q2	$1M	Sell	13,548 -648	-5%	-$45.4K	0.56%	29
2021 Q1	$941K	Buy	14,196 +354	+3%	+$23.4K	0.6%	29
2020 Q4	$900K	Buy	+13,842	New	+$843K	0.61%	25

Other funds holding XLK

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David J. Yvars Group's XLK Position: Q3 2026 in Review

David J. Yvars Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.25% in Q3 2026, selling an estimated $12.9K and leaving 28,422 shares worth $5.56M. The position accounts for 2.56% of the portfolio, ranked #10.

David J. Yvars Group first reported a position in XLK in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.32M in Q3 2022. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

David J. Yvars Group held 28,422 shares of State Street Technology Select Sector SPDR ETF worth $5.56M as of Q3 2026.
David J. Yvars Group sold 70 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $12.9K.
State Street Technology Select Sector SPDR ETF made up 2.56% of David J. Yvars Group's portfolio in Q3 2026, its #10 holding.
David J. Yvars Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
David J. Yvars Group's State Street Technology Select Sector SPDR ETF position peaked at $6.32M in Q3 2022.
938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.