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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.74M Sell
24,857
-1,585
-6% -$271K 1.85% 16
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

Yoder Wealth Management's XLK Position: Q2 2026 in Review

Yoder Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6% in Q2 2026, selling an estimated $271K and leaving 24,857 shares worth $4.74M. The position accounts for 1.85% of the portfolio, ranked #16.

Yoder Wealth Management first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Yoder Wealth Management held 24,857 shares of State Street Technology Select Sector SPDR ETF worth $4.74M as of Q2 2026.
  • Yoder Wealth Management sold 1,585 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $271K.
  • State Street Technology Select Sector SPDR ETF made up 1.85% of Yoder Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Yoder Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.