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

ORG Wealth Partners’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 		$56K Hold
223
– – 0.01% 319
2025
Q1 		$46.4K Hold
223
– – 0.01% 354
2024
Q4 		$51.9K Sell
223
-45
-17% -$10.5K 0.02% 250
2024
Q3 		$60.5K Buy
+268
New +$60.5K 0.02% 233