Surience Private Wealth’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 Q4	–	Sell	-55,689	Closed	-$12.6M	–	38
2024 Q3	$12.6M	Buy	+55,689	New	+$12.6M	12.85%	1
2024 Q1	–	Sell	-62,535	Closed	-$12M	–	42
2023 Q4	$12M	Buy	+62,535	New	+$12M	12.22%	2