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

Ledgewood 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	$282K	Hold
2025 Q2	$253K	Hold
2025 Q1	$206K	Hold
2024 Q4	$233K	Hold
2024 Q3	$226K	Hold
2024 Q2	$226K	Hold
2024 Q1	$208K	Buy