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	0.65%	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

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

Yarger Wealth Strategies's XLK Position: Q2 2026 in Review

Yarger Wealth Strategies increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 9,770 shares worth $1.81M. The position accounts for 0.65% of the portfolio, ranked #41.

Yarger Wealth Strategies first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Yarger Wealth Strategies held 9,770 shares of State Street Technology Select Sector SPDR ETF worth $1.81M as of Q2 2026.
Yarger Wealth Strategies bought 118 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $20.2K.
State Street Technology Select Sector SPDR ETF made up 0.65% of Yarger Wealth Strategies's portfolio in Q2 2026, its #41 holding.
Yarger Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.