Yeomans Consulting Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Yeomans Consulting 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
2025 Q4	$585K	Hold	4,062	–	–	0.17%	56
2025 Q3	$578K	Sell	4,062 -68	-2%	-$9.01K	0.2%	46
2025 Q2	$518K	Buy	4,130 +68	+2%	+$7.55K	0.21%	50
2025 Q1	$419K	Hold	4,062	–	–	0.16%	41
2024 Q4	$472K	Hold	4,062	–	–	0.18%	53
2024 Q3	$459K	Sell	4,062 -130	-3%	-$14.3K	0.17%	58
2024 Q2	$474K	Sell	4,192 -60	-1%	-$6.32K	0.18%	47
2024 Q1	$443K	Sell	4,252 -98	-2%	-$9.91K	0.19%	50
2023 Q4	$419K	Buy	+4,350	New	+$387K	0.21%	43

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yeomans Consulting Group's XLK Position: Q4 2025 in Review

Yeomans Consulting Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 4,062 shares worth $585K. The position accounts for 0.17% of the portfolio, ranked #56.

Yeomans Consulting Group first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. 2,482 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Yeomans Consulting Group held 4,062 shares of State Street Technology Select Sector SPDR ETF worth $585K as of Q4 2025.
Yeomans Consulting Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.17% of Yeomans Consulting Group's portfolio in Q4 2025, its #56 holding.
Yeomans Consulting Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
2,482 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.