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

Sterling Group Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$318K	Hold
2025 Q2	$286K	Hold
2025 Q1	$233K	Hold
2024 Q4	$262K	Hold
2024 Q3	$255K	Hold
2024 Q2	$255K	Buy
2024 Q1	–	Sell
2023 Q4	$217K	Buy