AssuredPartners Investment 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	–	Sell	-3,816	Closed	-$788K	–	337
2025 Q1	$788K	Sell	3,816 -82	-2%	-$16.9K	0.15%	146
2024 Q4	$906K	Buy	+3,898	New	+$906K	0.18%	133