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Delap Wealth Advisory’s Technology Select Sector SPDR Fund XLK Stock Holding History

Delap Wealth Advisory’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 		$360K Hold
1,423
– – 0.17% 57
2025
Q1 		$294K Hold
1,423
– – 0.16% 61
2024
Q4 		$331K Buy
+1,423
New +$331K 0.2% 51