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

Diversify Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.17M Buy
23,023
+1,159
+5% +$311K 0.38% 65
2025
Q1 		$4.57M Sell
21,864
-1,164
-5% -$243K 0.34% 74
2024
Q4 		$5.27M Buy
23,028
+12,371
+116% +$2.83M 0.41% 59
2024
Q3 		$2.43M Buy
+10,657
New +$2.43M 0.23% 111