HB 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
2026 Q1	$8.78M	Sell	66,095 -477	-0.7%	-$67.2K	0.06%	172
2025 Q4	$9.58M	Buy	66,572 +404	+0.6%	+$58.3K	0.06%	160
2025 Q3	$9.33M	Buy	66,168 +22,500	+52%	+$2.98M	0.06%	160
2025 Q2	$5.53M	Sell	43,668 -9,546	-18%	-$1.06M	0.04%	215
2025 Q1	$5.49M	Sell	53,214 -10,510	-16%	-$1.19M	0.05%	213
2024 Q4	$7.41M	Sell	63,724 -402	-0.6%	-$46.8K	0.08%	123
2024 Q3	$7.24M	Buy	64,126 +2,948	+5%	+$324K	0.08%	126
2024 Q2	$6.92M	Buy	61,178 +14,942	+32%	+$1.57M	0.08%	117
2024 Q1	$4.81M	Buy	46,236 +1,126	+2%	+$114K	0.06%	155
2023 Q4	$4.34M	Sell	45,110 -564	-1%	-$50.2K	0.06%	150
2023 Q3	$3.74M	Buy	45,674 +3,208	+8%	+$275K	0.06%	149
2023 Q2	$3.69M	Buy	42,466 +156	+0.4%	+$12.3K	0.06%	150
2023 Q1	$3.19M	Sell	42,310 -15,070	-26%	-$1.04M	0.06%	155
2022 Q4	$3.57M	Sell	57,380 -230	-0.4%	-$14.6K	0.07%	140
2022 Q3	$3.42M	Buy	57,610 +18,814	+48%	+$1.28M	0.07%	131
2022 Q2	$2.47M	Buy	38,796 +700	+2%	+$48.8K	0.05%	155
2022 Q1	$3.03M	Buy	38,096 +1,204	+3%	+$94.5K	0.06%	142
2021 Q4	$3.21M	Buy	+36,892	New	+$3.04M	0.06%	118