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

Kingswood 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 Q3	$3.82M	Sell
2025 Q2	$3.57M	Buy
2025 Q1	$2.77M	Sell
2024 Q4	$3.35M	Buy
2024 Q3	$2.27M	Sell
2024 Q2	$2.71M	Buy
2024 Q1	$1.37M	Sell
2023 Q4	$1.45M	Buy
2023 Q3	$1.19M	Sell
2023 Q2	$679K	Buy