Hudson Value Partners’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 Q2	$4.47M	Buy	23,460 +110	+0.5%	+$18.8K	1.12%	33
2026 Q1	$3.1M	Sell	23,350 -2,936	-11%	-$414K	0.93%	37
2025 Q4	$3.79M	Buy	26,286 +176	+0.7%	+$25.4K	1.13%	33
2025 Q3	$3.68M	Buy	26,110 +1,536	+6%	+$203K	1.14%	31
2025 Q2	$3.11M	Sell	24,574 -2,550	-9%	-$283K	1.07%	35
2025 Q1	$2.8M	Buy	27,124 +360	+1%	+$40.8K	1.05%	35
2024 Q4	$3.12M	Buy	26,764 +1,448	+6%	+$168K	1.16%	32
2024 Q3	$2.86M	Buy	25,316 +4,422	+21%	+$485K	1.11%	31
2024 Q2	$2.36M	Buy	20,894 +902	+5%	+$95K	1%	33
2024 Q1	$2.08M	Buy	19,992 +1,308	+7%	+$132K	0.88%	37
2023 Q4	$1.8M	Buy	18,684 +2,572	+16%	+$229K	0.84%	38
2023 Q3	$1.32M	Buy	16,112 +650	+4%	+$55.7K	0.69%	45
2023 Q2	$1.34M	Buy	15,462 +2,960	+24%	+$233K	0.68%	44
2023 Q1	$944K	Sell	12,502 -8	-0.1%	-$551	0.54%	55
2022 Q4	$778K	Sell	12,510 -1,656	-12%	-$105K	0.48%	60
2022 Q3	$841K	Sell	14,166 -110	-0.8%	-$7.51K	0.57%	50
2022 Q2	$907K	Sell	14,276 -984	-6%	-$68.5K	0.58%	51
2022 Q1	$1.21M	Buy	15,260 +10	+0.1%	+$785	0.62%	50
2021 Q4	$1.33M	Buy	15,250 +230	+2%	+$18.9K	0.64%	50
2021 Q3	$1.12M	Buy	15,020 +110	+0.7%	+$8.49K	0.62%	52
2021 Q2	$1.1M	Sell	14,910 -2,150	-13%	-$151K	0.61%	58
2021 Q1	$1.13M	Buy	17,060 +2,098	+14%	+$138K	0.68%	51
2020 Q4	$971K	Buy	+14,962	New	+$911K	0.65%	51

Other funds holding XLK