Institute for Wealth Management’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Hold	5,110	–	–	0.14%	162
2025 Q4	$1.42M	Hold	5,110	–	–	0.15%	144
2025 Q3	$1.39M	Sell	5,110 -100	-2%	-$24.6K	0.14%	152
2025 Q2	$1.24M	Hold	5,210	–	–	0.14%	158
2025 Q1	$999K	Hold	5,210	–	–	0.13%	182
2024 Q4	$1.05M	Hold	5,210	–	–	0.13%	166
2024 Q3	$1.03M	Hold	5,210	–	–	0.13%	169
2024 Q2	$1.02M	Sell	5,210 -120	-2%	-$22K	0.14%	161
2024 Q1	$972K	Hold	5,330	–	–	0.13%	173
2023 Q4	$875K	Hold	5,330	–	–	0.14%	172
2023 Q3	$728K	Sell	5,330 -33	-0.6%	-$4.67K	0.13%	191
2023 Q2	$748K	Hold	5,363	–	–	0.13%	195
2023 Q1	$650K	Hold	5,363	–	–	0.13%	210
2022 Q4	$520K	Sell	5,363 -80	-1%	-$7.93K	0.11%	251
2022 Q3	$512K	Hold	5,443	–	–	0.12%	229
2022 Q2	$561K	Hold	5,443	–	–	0.11%	249
2022 Q1	$757K	Hold	5,443	–	–	0.12%	207
2021 Q4	$902K	Hold	5,443	–	–	0.15%	176
2021 Q3	$851K	Hold	5,443	–	–	0.15%	175
2021 Q2	$866K	Sell	5,443 -167	-3%	-$25K	0.15%	177
2021 Q1	$812K	Hold	5,610	–	–	0.16%	177
2020 Q4	$793K	Sell	5,610 -10	-0.2%	-$1.28K	0.16%	166
2020 Q3	$667K	Hold	5,620	–	–	0.15%	170
2020 Q2	$558K	Hold	5,620	–	–	0.14%	207
2020 Q1	$411K	Sell	5,620 -290	-5%	-$23.9K	0.13%	219
2019 Q4	$483K	Hold	5,910	–	–	0.11%	257
2019 Q3	$430K	Sell	5,910 -236	-4%	-$17.4K	0.11%	263
2019 Q2	$447K	Sell	6,146 -425	-6%	-$30.7K	0.1%	280
2019 Q1	$468K	Buy	6,571 +152	+2%	+$10.2K	0.1%	254
2018 Q4	$382K	Buy	+6,419	New	+$527K	0.16%	176
2017 Q3	–	Sell	-6,183	Closed	-$453K	–	402
2017 Q2	$453K	Buy	+6,183	New	+$445K	0.12%	242