BSW Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

BSW Wealth Partners’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.48M	Sell
2025 Q2	$2.31M	Buy
2025 Q1	$735K	Buy
2024 Q4	$368K	Hold
2024 Q3	$357K	Buy
2024 Q2	$296K	Hold
2024 Q1	$272K	Buy