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Montis Financial’s Technology Select Sector SPDR Fund XLK Stock Holding History

Montis Financial’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
Q2 		$599K Buy
2,364
+797
+51% +$202K 0.17% 78
2025
Q1 		$324K Buy
+1,567
New +$324K 0.1% 110