JWM
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JFG Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

JFG Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,308
Closed -$537K – 99
2024
Q4 		$537K Buy
2,308
+55
+2% +$12.8K 0.12% 58
2024
Q3 		$509K Buy
+2,253
New +$509K 0.14% 43