Massachusetts 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	$7.82M	Sell	58,838 -25,658	-30%	-$3.62M	3.39%	2
2025 Q4	$12.2M	Sell	84,496 -1,630	-2%	-$235K	5.66%	1
2025 Q3	$12.1M	Buy	86,126 +5,110	+6%	+$677K	6.02%	1
2025 Q2	$10.3M	Buy	81,016 +2,058	+3%	+$228K	5.79%	1
2025 Q1	$8.15M	Buy	78,958 +950	+1%	+$108K	5.59%	1
2024 Q4	$9.07M	Buy	78,008 +3,192	+4%	+$371K	5.6%	1
2024 Q3	$8.45M	Buy	74,816 +634	+0.9%	+$69.6K	5.32%	1
2024 Q2	$8.39M	Buy	74,182 +9,680	+15%	+$1.02M	5.63%	1
2024 Q1	$6.72M	Buy	64,502 +2,826	+5%	+$286K	4.73%	1
2023 Q4	$5.94M	Buy	61,676 +5,440	+10%	+$484K	4.79%	1
2023 Q3	$4.61M	Buy	56,236 +1,980	+4%	+$170K	4.23%	1
2023 Q2	$4.72M	Buy	54,256 +6,926	+15%	+$546K	4.51%	1
2023 Q1	$3.57M	Buy	47,330 +28,350	+149%	+$1.95M	3.69%	2
2022 Q4	$1.29M	Buy	+18,980	New	+$1.21M	1.25%	35