FSM Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FSM Wealth Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$626K	Sell	3,284 -300	-8%	-$51.3K	0.07%	157
2026 Q1	$476K	Sell	3,584 -912	-20%	-$129K	0.06%	171
2025 Q4	$647K	Buy	4,496 +568	+14%	+$82K	0.09%	129
2025 Q3	$554K	Hold	3,928	–	–	0.08%	162
2025 Q2	$501K	Sell	3,928 -1,718	-30%	-$191K	0.08%	154
2025 Q1	$583K	Buy	5,646 +1,810	+47%	+$205K	0.13%	95
2024 Q4	$442K	Sell	3,836 -196	-5%	-$22.8K	0.11%	105
2024 Q3	$455K	Buy	4,032 +336	+9%	+$36.9K	0.12%	98
2024 Q2	$418K	Hold	3,696	–	–	0.14%	94
2024 Q1	$385K	Buy	3,696 +38	+1%	+$3.84K	0.14%	102
2023 Q4	$352K	Hold	3,658	–	–	0.15%	106
2023 Q3	$300K	Hold	3,658	–	–	0.15%	110
2023 Q2	$315K	Hold	3,658	–	–	0.16%	113
2023 Q1	$276K	Buy	+3,658	New	+$252K	0.16%	122

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return