EP Wealth Advisors’s SPDR NYSE Technology ETF XNTK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
4,646
-420
-8% -$99.7K 0.01% 539
2025
Q1
$972K Sell
5,066
-313
-6% -$60K 0.01% 511
2024
Q4
$1.09M Buy
+5,379
New +$1.09M 0.01% 480