Heritage Family Offices’s Technology Select Sector SPDR Fund XLK Stock Holding History

Heritage Family Offices’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 Q3	$820K	Buy
2025 Q2	$599K	Hold
2025 Q1	$600K	Buy
2024 Q4	$675K	Buy
2024 Q3	$654K	Buy
2024 Q2	$655K	Buy