MSWA
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Marshall & Sterling Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.53K Hold
10
– – ﹤0.01% 526
2025
Q1 		$2.07K Hold
10
– – ﹤0.01% 540
2024
Q4 		$2.33K Buy
+10
New +$2.33K ﹤0.01% 302