XLK — SELECT SECTOR SPDR TR

Ownership history in Yoder Wealth Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in SELECT SECTOR SPDR TR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.03% (2024 Q2)
Avg. % of fund
1.85%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,064 +12,170 +81.7% 1.77% $3.9M $143.97
2025 Q3 ADDED 14,894 +158 +1.1% 1.99% $4.2M $140.72
2025 Q2 REDUCED 14,736 -22 -0.1% 1.94% $3.7M $126.26
2025 Q1 ADDED 14,758 +33 +0.2% 1.71% $3.0M $102.78
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLK price (monthly, adj. close)

Other funds also holding XLK

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 28.25% IMZ Advisory Inc 26.43% TIFF ADVISORY SERVICES, LLC 3Y 7Y 15.4% SOUTHERN CAPITAL SERVICES INC /ADV 15.19% PTM WEALTH MANAGEMENT, LLC 14.72% Cerity Partners OCIO LLC 3Y 7Y 13.25% Conservest Capital Advisors, Inc. 3Y 7Y 11.97% Biltmore Wealth Management, LLC 3Y 7Y 11.87% Cooksen Wealth, LLC 11.86% Fox Financial, Inc 11.74%
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