Avantra Family Wealth’s Technology Select Sector SPDR Fund XLK Stock Holding History

Avantra Family Wealth’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	$513K	Buy
2025 Q2	$399K	Sell
2025 Q1	$326K	Sell
2024 Q4	$440K	Buy