Brown Miller Wealth Management’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
$373K Hold
2025
Q2
$335K Sell
2025
Q1
$697K Buy
2024
Q4
$307K Sell
2024
Q3
$538K Sell
2024
Q2
$764K Sell
2024
Q1
$738K Sell
2023
Q4
$685K Hold
2023
Q3
$583K Sell
2023
Q2
$619K Buy
2022
Q3
Sell
2022
Q2
$450K Sell
2022
Q1
$959K Sell
2021
Q4
$1.08M Sell
2021
Q3
$996K Buy
2021
Q2
$491K Sell
2021
Q1
$962K Sell
2020
Q4
$1.03M Buy