Beta Wealth 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	–	Sell	-19,100	Closed	-$3.94M	–	117
2025 Q1	$3.94M	Buy	+19,100	New	+$3.94M	1.42%	27