Bradley & Co Private 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	$269K	Hold	1,063	–	–	0.16%	36
2025 Q1	$219K	Hold	1,063	–	–	0.15%	39
2024 Q4	$247K	Buy	+1,063	New	+$247K	0.15%	37
2024 Q2	$240K	Hold	1,063	–	–	0.18%	34
2024 Q1	$221K	Hold	1,063	–	–	0.18%	33
2023 Q4	$205K	Hold	1,063	–	–	0.19%	33
2023 Q3	$174K	Hold	1,063	–	–	0.18%	32
2023 Q2	$185K	Hold	1,063	–	–	0.18%	32
2023 Q1	$161K	Hold	1,063	–	–	0.18%	32
2022 Q4	$132K	Hold	1,063	–	–	0.16%	39
2022 Q3	$126K	Hold	1,063	–	–	0.15%	47
2022 Q2	$135K	Hold	1,063	–	–	0.15%	53
2022 Q1	$169K	Hold	1,063	–	–	0.15%	55
2021 Q4	$185K	Hold	1,063	–	–	0.15%	53
2021 Q3	$159K	Hold	1,063	–	–	0.14%	54
2021 Q2	$157K	Hold	1,063	–	–	0.14%	58
2021 Q1	$141K	Buy	+1,063	New	+$141K	0.13%	60