UWPG
XLK icon

Ullmann Wealth Partners Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Ullmann Wealth Partners Group’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$571K Buy
2,256
+1
+0% +$253 0.07% 84
2025
Q1 		$466K Buy
2,255
+42
+2% +$8.67K 0.06% 94
2024
Q4 		$515K Hold
2,213
– – 0.07% 87
2024
Q3 		$500K Buy
+2,213
New +$500K 0.06% 89