Yoder Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Yoder Wealth Management’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 Q1	$3.51M	Sell	26,442 -622	-2%	-$87.7K	1.6%	22
2025 Q4	$3.9M	Sell	27,064 -2,724	-9%	-$393K	1.77%	16
2025 Q3	$4.2M	Buy	29,788 +316	+1%	+$41.9K	1.99%	16
2025 Q2	$3.73M	Sell	29,472 -44	-0.1%	-$4.88K	1.94%	16
2025 Q1	$3.05M	Buy	29,516 +66	+0.2%	+$7.48K	1.72%	19
2024 Q4	$3.42M	Buy	29,450 +1,414	+5%	+$165K	1.89%	16
2024 Q3	$3.16M	Buy	28,036 +350	+1%	+$38.4K	1.9%	18
2024 Q2	$3.13M	Buy	27,686 +1,302	+5%	+$137K	2.03%	14
2024 Q1	$2.75M	Buy	26,384 +124	+0.5%	+$12.5K	1.79%	18
2023 Q4	$2.53M	Sell	26,260 -276	-1%	-$24.6K	1.78%	18
2023 Q3	$2.18M	Sell	26,536 -92	-0.3%	-$7.89K	1.79%	15
2023 Q2	$2.31M	Sell	26,628 -1,092	-4%	-$86.1K	1.82%	16
2023 Q1	$2.09M	Buy	+27,720	New	+$1.91M	1.74%	18

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yoder Wealth Management's XLK Position: Q1 2026 in Review

Yoder Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q1 2026, selling an estimated $87.7K and leaving 26,442 shares worth $3.51M. The position accounts for 1.6% of the portfolio, ranked #22.

Yoder Wealth Management first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.2M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Yoder Wealth Management held 26,442 shares of State Street Technology Select Sector SPDR ETF worth $3.51M as of Q1 2026.
Yoder Wealth Management sold 622 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $87.7K.
State Street Technology Select Sector SPDR ETF made up 1.6% of Yoder Wealth Management's portfolio in Q1 2026, its #22 holding.
Yoder Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.2M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.