Foundation Wealth Management (Missouri)’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	$463K	Buy	1,828 +3	+0.2%	+$760	0.32%	31
2025 Q1	$377K	Buy	1,825 +3	+0.2%	+$619	0.3%	32
2024 Q4	$424K	Hold	1,822	–	–	0.33%	29
2024 Q3	$411K	Sell	1,822 -1,273	-41%	-$287K	0.31%	27
2024 Q2	$700K	Buy	+3,095	New	+$700K	0.55%	25