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

Naviter 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
Q2 		$1.17M Buy
4,614
+100
+2% +$25.3K 0.14% 154
2025
Q1 		$932K Hold
4,514
– – 0.11% 178
2024
Q4 		$1.05M Buy
+4,514
New +$1.05M 0.13% 170