BlueStem Wealth Partners’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
-29,657
Closed -$6.12M 126
2025
Q1
$6.12M Buy
29,657
+2,235
+8% +$461K 0.84% 23
2024
Q4
$6.38M Buy
+27,422
New +$6.38M 0.84% 19