Allegheny Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Allegheny Financial Group’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
2025 Q3	$283K	Buy
2025 Q2	$241K	Buy
2025 Q1	–	Sell
2024 Q4	$221K	Sell
2024 Q3	$271K	Hold
2024 Q2	$271K	Buy