Ullmann Wealth Partners Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.38M Buy
2025
Q2
$571K Buy
2025
Q1
$466K Buy
2024
Q4
$515K Hold
2024
Q3
$500K Buy