Yarger Wealth Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Yarger Wealth Strategies’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	$1.81M	Buy	9,770 +118	+1%	+$20.2K	0.66%	41
2026 Q1	$1.28M	Buy	9,652 +12	+0.1%	+$1.69K	0.52%	40
2025 Q4	$1.39M	Buy	9,640 +2,108	+28%	+$304K	0.6%	34
2025 Q3	$1.06M	Buy	7,532 +8	+0.1%	+$1.06K	0.49%	41
2025 Q2	$953K	Buy	7,524 +12	+0.2%	+$1.33K	0.5%	40
2025 Q1	$775K	Buy	7,512 +14	+0.2%	+$1.59K	0.45%	42
2024 Q4	$872K	Buy	7,498 +10	+0.1%	+$1.16K	0.5%	37
2024 Q3	$845K	Buy	7,488 +40	+0.5%	+$4.39K	0.47%	37
2024 Q2	$842K	Buy	7,448 +14	+0.2%	+$1.47K	0.51%	38
2024 Q1	$774K	Buy	7,434 +488	+7%	+$49.4K	0.53%	38
2023 Q4	$669K	Buy	6,946 +14	+0.2%	+$1.25K	0.54%	33
2023 Q3	$568K	Sell	6,932 -48	-0.7%	-$4.12K	0.48%	31
2023 Q2	$607K	Buy	6,980 +158	+2%	+$12.5K	0.55%	31
2023 Q1	$515K	Sell	6,822 -1,080	-14%	-$74.3K	0.56%	32
2022 Q4	$492K	Buy	7,902 +22	+0.3%	+$1.4K	0.61%	31
2022 Q3	$468K	Buy	7,880 +20	+0.3%	+$1.36K	0.62%	30
2022 Q2	$522K	Sell	7,860 -882	-10%	-$61.4K	0.67%	29
2022 Q1	$695K	Sell	8,742 -2,920	-25%	-$229K	0.91%	24
2021 Q4	$1.01M	Buy	+11,662	New	+$960K	1.09%	20

Other funds holding XLK

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return