Founders Grove Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.65M Sell
38,100
-1,548
-4% -$392K 2.42% 10
2025
Q1
$8.19M Buy
39,648
+1,373
+4% +$283K 2.28% 11
2024
Q4
$8.9M Buy
+38,275
New +$8.9M 2.58% 10