Wellspring Financial Advisors’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	$3.65M	Buy	14,403 +788	+6%	+$200K	0.37%	31
2025 Q1	$2.81M	Buy	13,615 +4,000	+42%	+$826K	0.31%	33
2024 Q4	$2.24M	Buy	+9,615	New	+$2.24M	0.23%	40