Werba Rubin Papier Wealth Management’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
$231K Buy
+911
New +$231K 0.04% 193
2025
Q1
Sell
-962
Closed -$224K 210
2024
Q4
$224K Buy
+962
New +$224K 0.05% 166