FRG Family Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

FRG Family Wealth Advisors’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 Q2	$342K	Hold
2025 Q1	$279K	Hold
2024 Q4	$314K	Hold
2024 Q3	$305K	Hold
2024 Q2	$271K	Hold
2024 Q1	$265K	Hold
2023 Q4	$260K	Buy