Holistic Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Holistic Planning’s Portfolio XLK Stock Details XLK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$369K	Sell
2025 Q2	$376K	Buy
2025 Q1	$293K	Sell
2024 Q4	$337K	Hold
2024 Q3	$327K	Sell
2024 Q2	$383K	Hold
2024 Q1	$383K	Sell
2023 Q4	$366K	Buy