ARS Wealth Advisors Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.7M	Sell	238,292 -8	-0%	-$1.13K	2.68%	10
2025 Q4	$34.3M	Buy	238,300 +1,514	+0.6%	+$219K	3.09%	10
2025 Q3	$33.4M	Buy	236,786 +2,328	+1%	+$308K	3.3%	9
2025 Q2	$29.7M	Buy	234,458 +4,732	+2%	+$525K	3.43%	9
2025 Q1	$23.7M	Sell	229,726 -2,214	-1%	-$251K	3.35%	8
2024 Q4	$27M	Sell	231,940 -1,276	-0.5%	-$148K	3.71%	7
2024 Q3	$26.3M	Sell	233,216 -3,304	-1%	-$363K	3.23%	8
2024 Q2	$26.8M	Sell	236,520 -692	-0.3%	-$72.9K	3.47%	8
2024 Q1	$24.7M	Buy	237,212 +13,956	+6%	+$1.41M	3.33%	7
2023 Q4	$21.5M	Buy	223,256 +4,326	+2%	+$385K	3.18%	7
2023 Q3	$17.9M	Sell	218,930 -3,308	-1%	-$284K	2.94%	6
2023 Q2	$19.3M	Sell	222,238 -9,766	-4%	-$770K	3.07%	5
2023 Q1	$17.5M	Buy	232,004 +2,412	+1%	+$166K	3.23%	4
2022 Q4	$14.3M	Sell	229,592 -17,808	-7%	-$1.13M	2.35%	10
2022 Q3	$14.7M	Sell	247,400 -5,008	-2%	-$342K	2.24%	10
2022 Q2	$16M	Sell	252,408 -4,530	-2%	-$316K	2.2%	10
2022 Q1	$20.4M	Sell	256,938 -3,958	-2%	-$311K	3.56%	8
2021 Q4	$22.7M	Sell	260,896 -9,258	-3%	-$762K	3.81%	7
2021 Q3	$20.2M	Buy	+270,154	New	+$20.8M	3.66%	8