BWM
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Brown Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Brown Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-938
Closed -$218K – 97
2024
Q4 		$218K Sell
938
-4
-0.4% -$930 0.08% 78
2024
Q3 		$213K Buy
+942
New +$213K 0.08% 81