Sendero Wealth Management’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
$3.55M Hold
14,021
0.44% 46
2025
Q1
$2.9M Hold
14,021
0.4% 52
2024
Q4
$3.26M Hold
14,021
0.49% 44
2024
Q3
$3.17M Hold
14,021
0.5% 44
2024
Q2
$3.17M Hold
14,021
0.53% 38
2024
Q1
$2.92M Hold
14,021
0.5% 42
2023
Q4
$2.7M Hold
14,021
0.51% 42
2023
Q3
$2.3M Hold
14,021
0.49% 42
2023
Q2
$2.44M Buy
+14,021
New +$2.44M 0.53% 43