Heritage Family Offices’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	$599K	Hold	2,905	–	–	0.3%	81
2025 Q1	$600K	Buy	2,905 +4	+0.1%	+$826	0.31%	80
2024 Q4	$675K	Buy	2,901 +3	+0.1%	+$698	0.34%	67
2024 Q3	$654K	Buy	2,898 +3	+0.1%	+$677	0.34%	67
2024 Q2	$655K	Buy	+2,895	New	+$655K	0.36%	64