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

Serenus Wealth Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.67M Sell
30,308
-19,425
-39% -$4.92M 1.3% 9
2025
Q1 		$10.3M Sell
49,733
-5,230
-10% -$1.08M 1.7% 8
2024
Q4 		$12.8M Buy
+54,963
New +$12.8M 2.22% 8