Moisand Fitzgerald Tamayo’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142K	Hold	744	–	–	0.01%	138
2026 Q1	$98.9K	Hold	744	–	–	0.01%	151
2025 Q4	$107K	Sell	744 -3,470	-82%	-$501K	0.01%	148
2025 Q3	$594K	Hold	4,214	–	–	0.07%	69
2025 Q2	$534K	Hold	4,214	–	–	0.07%	71
2025 Q1	$435K	Buy	4,214 +220	+6%	+$24.9K	0.06%	77
2024 Q4	$464K	Buy	3,994 +1,184	+42%	+$138K	0.07%	73
2024 Q3	$317K	Buy	2,810 +348	+14%	+$38.2K	0.04%	90
2024 Q2	$279K	Buy	2,462 +1,158	+89%	+$122K	0.04%	90
2024 Q1	$136K	Buy	1,304 +992	+318%	+$100K	0.02%	122
2023 Q4	$30K	Buy	+312	New	+$27.8K	0.01%	221
2023 Q3	–	Sell	-400	Closed	-$34.8K	–	828
2023 Q2	$34.8K	Hold	400	–	–	0.01%	200
2023 Q1	$30.2K	Buy	+400	New	+$27.5K	0.01%	222

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return