SPWM
Straight Path Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
1,293
+1
| +0.1% | +$253 | 0.11% | 83 |
|
|
2025
Q1 | $267K | Sell |
1,292
-83
| -6% | -$17.1K | 0.11% | 80 |
|
|
2024
Q4 | $320K | Buy |
1,375
+1
| +0.1% | +$233 | 0.13% | 74 |
|
|
2024
Q3 | $310K | Buy |
1,374
+477
| +53% | +$108K | 0.13% | 71 |
|
|
2024
Q2 | $203K | Buy |
+897
| New | +$203K | 0.1% | 89 |
|