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Monterey Private Wealth’s Technology Select Sector SPDR Fund XLK Stock Holding History

Monterey Private Wealth’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
Q1 		$217K Hold
1,053
– – 0.06% 123
2024
Q4 		$245K Hold
1,053
– – 0.08% 111
2024
Q3 		$238K Hold
1,053
– – 0.08% 113
2024
Q2 		$238K Hold
1,053
– – 0.09% 103
2024
Q1 		$219K Hold
1,053
– – 0.09% 103
2023
Q4 		$203K Buy
+1,053
New +$203K 0.09% 101