Congress Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.15M	Sell	24,896 -1,981,248	-99%	-$220M	0.03%	478
2025 Q1	$207M	Buy	2,006,144 +18,140	+0.9%	+$2.06M	2.48%	2
2024 Q4	$231M	Sell	1,988,004 -44,970	-2%	-$5.23M	3.18%	1
2024 Q3	$229M	Buy	2,032,974 +2,786	+0.1%	+$306K	3.06%	1
2024 Q2	$230M	Sell	2,030,188 -24,434	-1%	-$2.57M	3.65%	2
2024 Q1	$214M	Buy	2,054,622 +15,892	+0.8%	+$1.61M	3.7%	2
2023 Q4	$196M	Buy	2,038,730 +186,504	+10%	+$16.6M	3.6%	2
2023 Q3	$152M	Buy	1,852,226 +32,104	+2%	+$2.75M	3.14%	2
2023 Q2	$158M	Sell	1,820,122 -24,860	-1%	-$1.96M	3.67%	1
2023 Q1	$139M	Sell	1,844,982 -806,050	-30%	-$55.5M	3.36%	1
2022 Q4	$165M	Sell	2,651,032 -60,594	-2%	-$3.85M	4.24%	1
2022 Q3	$161M	Buy	2,711,626 +344,052	+15%	+$23.5M	4.34%	1
2022 Q2	$150M	Buy	2,367,574 +64,190	+3%	+$4.47M	3.84%	1
2022 Q1	$183M	Buy	2,303,384 +116,730	+5%	+$9.16M	4%	1
2021 Q4	$190M	Buy	+2,186,654	New	+$180M	3.8%	1