Broadleaf Partners’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
Q2
$289K Sell
2025
Q1
$237K Sell
2024
Q4
$269K Sell
2024
Q3
$262K Sell
2024
Q2
$268K Hold
2024
Q1
$246K Sell
2023
Q4
$229K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2022
Q1
Sell
2021
Q4
$298K Hold
2021
Q3
$256K Hold
2021
Q2
$253K Hold
2021
Q1
$228K Hold
2020
Q4
$223K Buy