BWM Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Buy	1,082 +1	+0.1%	+$253	0.09%	67
2025 Q1	$223K	Buy	1,081 +1	+0.1%	+$206	0.09%	74
2024 Q4	$251K	Buy	1,080 +1	+0.1%	+$232	0.11%	70
2024 Q3	$243K	Buy	+1,079	New	+$243K	0.11%	71