Avantra Family Wealth’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	$399K	Sell	1,575 -4	-0.3%	-$1.01K	0.33%	88
2025 Q1	$326K	Sell	1,579 -311	-16%	-$64.2K	0.31%	108
2024 Q4	$440K	Buy	+1,890	New	+$440K	0.41%	94