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Legacy Wealth Management (Tennessee)’s Technology Select Sector SPDR Fund XLK Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio XLK Stock Details XLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,647
Closed -$753K – 40
2025
Q1 		$753K Buy
3,647
+151
+4% +$31.2K 0.05% 21
2024
Q4 		$813K Sell
3,496
-138
-4% -$32.1K 0.05% 20
2024
Q3 		$820K Buy
+3,634
New +$820K 0.05% 20