Brendel Financial 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	-2,703	Closed	-$558K	–	114
2025 Q1	$558K	Sell	2,703 -179	-6%	-$37K	0.34%	62
2024 Q4	$670K	Sell	2,882 -340	-11%	-$79K	0.41%	55
2024 Q3	$727K	Buy	+3,222	New	+$727K	0.41%	57