Endowment 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	$1.21M	Buy	4,781 +903	+23%	+$229K	0.62%	43
2025 Q1	$801K	Buy	3,878 +1,269	+49%	+$262K	0.52%	53
2024 Q4	$607K	Buy	2,609 +1,197	+85%	+$278K	0.41%	61
2024 Q3	$319K	Buy	+1,412	New	+$319K	0.21%	93