Intrepid Financial Planning Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$950K Hold
2025
Q1
$775K Sell
2024
Q4
$7.11M Sell
2024
Q3
$6.98M Sell
2024
Q2
$8.04M Sell
2024
Q1
$7.49M Sell
2023
Q4
$6.96M Sell
2023
Q3
$6.16M Sell
2023
Q2
$6.81M Sell
2023
Q1
$5.94M Sell
2022
Q4
$4.93M Sell
2022
Q3
$4.85M Sell
2022
Q2
$5.21M Buy