Trail Ridge Investment Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Trail Ridge Investment Advisors’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	$824K	Buy
2025 Q2	$400K	Buy
2025 Q1	$260K	Buy
2024 Q4	$229K	Hold
2024 Q3	$225K	Hold
2024 Q2	$223K	Hold
2024 Q1	$205K	Sell
2023 Q4	$300K	Buy
2023 Q2	–	Sell
2023 Q1	$298K	Buy