Milestone Investment Advisors’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	$5.74M	Sell	43,178 -1,574	-4%	-$222K	1.39%	24
2025 Q4	$6.44M	Sell	44,752 -232	-0.5%	-$33.5K	1.56%	20
2025 Q3	$6.34M	Sell	44,984 -100	-0.2%	-$13.2K	1.57%	20
2025 Q2	$5.71M	Sell	45,084 -2,890	-6%	-$321K	1.49%	23
2025 Q1	$4.95M	Sell	47,974 -1,010	-2%	-$115K	1.37%	25
2024 Q4	$5.69M	Sell	48,984 -322	-0.7%	-$37.5K	1.55%	20
2024 Q3	$5.57M	Sell	49,306 -4,452	-8%	-$489K	1.56%	18
2024 Q2	$6.08M	Sell	53,758 -1,418	-3%	-$149K	1.62%	20
2024 Q1	$5.75M	Sell	55,176 -5,058	-8%	-$512K	1.55%	19
2023 Q4	$5.8M	Sell	60,234 -10,022	-14%	-$892K	1.68%	18
2023 Q3	$5.76M	Sell	70,256 -2,656	-4%	-$228K	1.64%	18
2023 Q2	$6.34M	Buy	72,912 +282	+0.4%	+$22.2K	1.96%	16
2023 Q1	$5.48M	Sell	72,630 -668	-0.9%	-$46K	1.69%	17
2022 Q4	$4.56M	Buy	+73,298	New	+$4.65M	1.6%	19