EFG
Ethos Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,354
| Closed | -$506K | – | 530 |
|
|
2025
Q1 | $506K | Buy |
2,354
+1,605
| +214% | +$345K | 0.05% | 230 |
|
|
2024
Q4 | $174K | Buy |
+749
| New | +$174K | 0.02% | 296 |
|
|
2023
Q3 | – | Sell |
-1,393
| Closed | -$210K | – | 198 |
|
|
2023
Q2 | $210K | Hold |
1,393
| – | – | 0.07% | 133 |
|
|
2023
Q1 | $210K | Buy |
+1,393
| New | +$210K | 0.07% | 163 |
|