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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$721K Buy
2,846
+1,697
+148% +$430K 0.11% 157
2025
Q1
$237K Buy
1,149
+258
+29% +$53.3K 0.04% 276
2024
Q4
$207K Sell
891
-282
-24% -$65.6K 0.04% 290
2024
Q3
$265K Buy
+1,173
New +$265K 0.05% 248