DJYG
XLK icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

David J. Yvars Group's XLK Position: Q2 2026 in Review

David J. Yvars Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, selling an estimated $513 and leaving 28,492 shares worth $5.43M. 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 23 quarters since. The position peaked at $6.32M in Q3 2022. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • David J. Yvars Group held 28,492 shares of State Street Technology Select Sector SPDR ETF worth $5.43M as of Q2 2026.
  • David J. Yvars Group sold 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
  • State Street Technology Select Sector SPDR ETF made up 2.56% of David J. Yvars Group's portfolio in Q2 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 23 quarters since.
  • David J. Yvars Group's State Street Technology Select Sector SPDR ETF position peaked at $6.32M in Q3 2022.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.