VERITY Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Hold
2025
Q2
$399K Hold
2025
Q1
$325K Hold
2024
Q4
$366K Hold
2024
Q3
$356K Hold
2024
Q2
$356K Hold
2024
Q1
$328K Buy