LM 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
Sell
-1,090
Closed -$225K 230
2025
Q1
$225K Buy
+1,090
New +$225K 0.04% 203
2024
Q1
Sell
-140
Closed -$26.9K 711
2023
Q4
$26.9K Buy
+140
New +$26.9K 0.01% 399