MN 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
$311K Sell
1,226
-52
-4% -$13.2K 0.18% 88
2025
Q1
$264K Buy
1,278
+52
+4% +$10.7K 0.16% 91
2024
Q4
$285K Sell
1,226
-1
-0.1% -$233 0.16% 83
2024
Q3
$277K Sell
1,227
-4
-0.3% -$904 0.16% 81
2024
Q2
$279K Buy
1,231
+10
+0.8% +$2.26K 0.16% 85
2024
Q1
$254K Sell
1,221
-138
-10% -$28.7K 0.16% 80
2023
Q4
$262K Buy
+1,359
New +$262K 0.18% 76