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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$829K Sell
2025
Q2
$769K Buy
2025
Q1
$626K Sell
2024
Q4
$824K Hold
2024
Q3
$800K Sell
2024
Q2
$822K Buy
2024
Q1
$722K Sell
2023
Q4
$709K Buy