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 Q3	$4.68M	Sell	23,898 -959	-4%	-$177K	1.77%	18
2026 Q2	$4.74M	Sell	24,857 -1,585	-6%	-$271K	1.85%	16
2026 Q1	$3.51M	Sell	26,442 -622	-2%	-$87.6K	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%	+$41.8K	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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Yoder Wealth Management's XLK Position: Q3 2026 in Review

Yoder Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q3 2026, selling an estimated $177K and leaving 23,898 shares worth $4.68M. The position accounts for 1.77% of the portfolio, ranked #18.

Yoder Wealth Management first reported a position in XLK in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.74M in Q2 2026. 610 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Yoder Wealth Management held 23,898 shares of State Street Technology Select Sector SPDR ETF worth $4.68M as of Q3 2026.
Yoder Wealth Management sold 959 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $177K.
State Street Technology Select Sector SPDR ETF made up 1.77% of Yoder Wealth Management's portfolio in Q3 2026, its #18 holding.
Yoder Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.74M in Q2 2026.
610 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.