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YHB Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

YHB Investment Advisors’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 		$2.51M Buy
12,841
+2,385
+23% +$440K 0.16% 112
2026
Q2 		$1.99M Buy
10,456
+331
+3% +$56.6K 0.13% 128
2026
Q1 		$1.35M Sell
10,125
-1,605
-14% -$226K 0.1% 146
2025
Q4 		$1.69M Buy
11,730
+1,454
+14% +$210K 0.12% 136
2025
Q3 		$1.45M Sell
10,276
-678
-6% -$89.8K 0.11% 137
2025
Q2 		$1.39M Buy
10,954
+6,616
+153% +$734K 0.11% 143
2025
Q1 		$448K Sell
4,338
-1,084
-20% -$123K 0.04% 214
2024
Q4 		$630K Sell
5,422
-166
-3% -$19.3K 0.05% 183
2024
Q3 		$631K Buy
5,588
+20
+0.4% +$2.19K 0.05% 184
2024
Q2 		$630K Buy
5,568
+1,232
+28% +$130K 0.05% 181
2024
Q1 		$451K Buy
4,336
+622
+17% +$62.9K 0.04% 202
2023
Q4 		$358K Hold
3,714
– – 0.03% 212
2023
Q3 		$304K Buy
3,714
+4
+0.1% +$343 0.03% 224
2023
Q2 		$323K Buy
3,710
+130
+4% +$10.2K 0.03% 221
2023
Q1 		$270K Sell
3,580
-422
-11% -$29K 0.03% 237
2022
Q4 		$249K Buy
4,002
+320
+9% +$20.3K 0.03% 251
2022
Q3 		$219K Buy
3,682
+488
+15% +$33.3K 0.02% 262
2022
Q2 		$203K Buy
3,194
+168
+6% +$11.7K 0.02% 275
2022
Q1 		$240K Buy
3,026
+32
+1% +$2.51K 0.02% 267
2021
Q4 		$260K Sell
2,994
-40
-1% -$3.29K 0.02% 283
2021
Q3 		$227K Buy
3,034
+124
+4% +$9.57K 0.02% 289
2021
Q2 		$215K Sell
2,910
-360
-11% -$25.2K 0.02% 284
2021
Q1 		$234K Buy
+3,270
New +$216K 0.02% 272

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

YHB Investment Advisors's XLK Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q3 2026, buying an estimated $440K and bringing the position to 12,841 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #112.

YHB Investment Advisors first reported a position in XLK in Q1 2021 and has held it in 23 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • YHB Investment Advisors held 12,841 shares of State Street Technology Select Sector SPDR ETF worth $2.51M as of Q3 2026.
  • YHB Investment Advisors bought 2,385 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $440K.
  • State Street Technology Select Sector SPDR ETF made up 0.16% of YHB Investment Advisors's portfolio in Q3 2026, its #112 holding.
  • YHB Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.