Merkkuri Wealth 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
$373K Buy
1,473
+503
+52% +$127K 0.28% 60
2025
Q1
$200K Sell
970
-1,204
-55% -$249K 0.17% 80
2024
Q4
$505K Buy
2,174
+152
+8% +$35.3K 0.4% 56
2024
Q3
$456K Buy
2,022
+270
+15% +$61K 0.36% 59
2024
Q2
$396K Buy
+1,752
New +$396K 0.36% 58