GA
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Goldstein Advisors’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
$25.6M Buy
101,165
+22,355
+28% +$5.66M 3.44% 9
2025
Q1
$16.3M Sell
78,810
-200
-0.3% -$41.3K 2.38% 12
2024
Q4
$18.4M Buy
79,010
+2,917
+4% +$678K 2.67% 12
2024
Q3
$17.2M Buy
+76,093
New +$17.2M 2.61% 12