Means Investment Company’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
$350K Sell
2025
Q1
$288K Sell
2024
Q4
$416K Buy
2024
Q3
$397K Sell
2024
Q2
$415K Sell
2024
Q1
$391K Sell
2023
Q4
$376K Sell
2023
Q3
$407K Buy
2023
Q2
$404K Sell
2023
Q1
$351K Sell
2022
Q4
$295K Buy