Barnes Wealth Management Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
1,175
-4
-0.3% -$1.01K 0.18% 116
2025
Q1
$243K Buy
1,179
+12
+1% +$2.48K 0.16% 125
2024
Q4
$271K Buy
+1,167
New +$271K 0.18% 112