Lionshead Wealth Management’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
$1.51M Hold
5,971
1.4% 27
2025
Q1
$1.23M Sell
5,971
-5,969
-50% -$1.23M 1.28% 23
2024
Q4
$2.78M Buy
+11,940
New +$2.78M 2.01% 16