BWM Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$274K Buy
2025
Q1
$223K Buy
2024
Q4
$251K Buy
2024
Q3
$243K Buy