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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in TECHNOLOGY SELECT SECTOR FUND SPDR

Dynasty Wealth Management, LLC holds 2,525 shares of XLK (TECHNOLOGY SELECT SECTOR FUND SPDR), worth $481,063 as of 2026-Q2. The position was decreased (-43.3% shares). XLK represents 0.0% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$481,063

Current Shares

2,525

Total Value Change

-$942,801

Total Shares Change

-7,365

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2,525
-43.3%
$481,0630.0%$190.52
0
2026-Q1
Decreased
4,455
-55.0%
$592,0700.0%$137.50
0
2025-Q4
New
9,890
-
$1.4M0.0%$145.41
35

Other major holders of XLK: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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