Lumbard & Kellner’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	$658K	Hold	2,599	–	–	0.29%	56
2025 Q1	$537K	Sell	2,599 -73	-3%	-$15.1K	0.24%	62
2024 Q4	$621K	Sell	2,672 -222	-8%	-$51.6K	0.27%	58
2024 Q3	$653K	Buy	2,894 +1,225	+73%	+$277K	0.29%	55
2024 Q2	$378K	Buy	+1,669	New	+$378K	0.18%	61