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

Burling Wealth Partners’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
Q2 		$631K Hold
2,493
– – 0.12% 116
2025
Q1 		$515K Buy
2,493
+118
+5% +$24.4K 0.11% 114
2024
Q4 		$552K Buy
+2,375
New +$552K 0.11% 117