Wealth Architects’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
2025
Q2
$1.62M Hold
6,407
0.16% 68
2025
Q1
$1.32M Buy
6,407
+370
+6% +$76.4K 0.15% 75
2024
Q4
$1.4M Buy
+6,037
New +$1.4M 0.16% 66
2020
Q2
Sell
-3,085
Closed -$248K 154
2020
Q1
$248K Buy
+3,085
New +$248K 0.09% 109