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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
4,989
-499
-9% -$126K 0.03% 242
2025
Q1
$1.13M Buy
5,488
+119
+2% +$24.6K 0.03% 227
2024
Q4
$1.25M Buy
+5,369
New +$1.25M 0.03% 189