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MPWM Advisory Solutions’s Technology Select Sector SPDR Fund XLK Stock Holding History

MPWM Advisory Solutions’s Portfolio XLK Stock Details XLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$375K Sell
1,480
-115
-7% -$29.1K 0.24% 56
2025
Q1 		$329K Buy
1,595
+235
+17% +$48.5K 0.24% 53
2024
Q4 		$316K Buy
+1,360
New +$316K 0.23% 52