Family 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	$23.8K	Buy	94 +68	+262%	+$17.2K	﹤0.01%	205
2025 Q1	$5.37K	Hold	26	–	–	﹤0.01%	195
2024 Q4	$6.05K	Buy	+26	New	+$6.05K	﹤0.01%	182
2023 Q1	–	Sell	-334	Closed	-$41.6K	–	183
2022 Q4	$41.6K	Buy	+334	New	+$41.6K	0.01%	155