Ehrlich Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Ehrlich Financial Group’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	$6.28M	Buy
2025 Q2	$5.24M	Buy
2025 Q1	$3.14M	Buy
2024 Q4	$3.54M	Sell
2024 Q3	$3.78M	Buy
2024 Q2	$3.16M	Buy
2024 Q1	$2.59M	Buy
2023 Q4	$1.79M	Buy