Long Island Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
2025
Q1
$225K Hold
2024
Q4
$254K Hold
2024
Q3
$246K Hold
2024
Q2
$247K Hold
2024
Q1
$227K Hold
2023
Q4
$210K Buy