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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$795K Buy
2025
Q2
$707K Hold
2025
Q1
$576K Hold
2024
Q4
$649K Hold
2024
Q3
$630K Hold
2024
Q2
$632K Sell
2024
Q1
$582K Hold
2023
Q4
$538K Sell
2023
Q3
$461K Hold
2023
Q2
$489K Sell
2023
Q1
$444K Hold
2022
Q4
$366K Buy