Steward Partners Investment Solutions’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
2024
Q1
$1.15M Buy
5,508
+1,515
+38% +$316K 0.19% 96
2023
Q4
$769K Buy
+3,993
New +$769K 0.32% 73