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

PTM Wealth Management’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 		$22M Buy
85,781
+7,008
+9% +$1.8M 14.59% 3
2025
Q1 		$14.2M Buy
+78,773
New +$14.2M 14.89% 2