OBWP

O'Brien Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$724K	Hold	2,860	–	–	0.11%	32
2025 Q1	$591K	Hold	2,860	–	–	0.11%	29
2024 Q4	$665K	Buy	2,860 +1,077	+60%	+$250K	0.12%	27
2024 Q3	$403K	Hold	1,783	–	–	0.08%	31
2024 Q2	$403K	Hold	1,783	–	–	0.09%	31
2024 Q1	$371K	Hold	1,783	–	–	0.09%	30
2023 Q4	$343K	Hold	1,783	–	–	0.09%	30
2023 Q3	$292K	Hold	1,783	–	–	0.08%	29
2023 Q2	$310K	Hold	1,783	–	–	0.09%	30
2023 Q1	$269K	Hold	1,783	–	–	0.08%	34
2022 Q4	$222K	Hold	1,783	–	–	0.09%	42
2022 Q3	$212K	Hold	1,783	–	–	0.09%	47
2022 Q2	$227K	Hold	1,783	–	–	0.09%	46
2022 Q1	$241K	Hold	1,783	–	–	0.1%	35
2021 Q4	$286K	Hold	1,783	–	–	0.1%	31
2021 Q3	$268K	Hold	1,783	–	–	0.09%	29
2021 Q2	$270K	Hold	1,783	–	–	0.09%	34
2021 Q1	$250K	Hold	1,783	–	–	0.08%	36
2020 Q4	$233K	Hold	1,783	–	–	0.08%	33
2020 Q3	$211K	Sell	1,783 -1,217	-41%	-$144K	0.09%	34
2020 Q2	$324K	Sell	3,000 -137	-4%	-$14.8K	0.13%	23
2020 Q1	$246K	Buy	3,137 +137	+5%	+$10.7K	0.14%	28
2019 Q4	$278K	Hold	3,000	–	–	0.2%	31
2019 Q3	$242K	Hold	3,000	–	–	0.19%	32
2019 Q2	$240K	Hold	3,000	–	–	0.18%	35
2019 Q1	$222K	Buy	+3,000	New	+$222K	0.16%	38
2018 Q4	–	Sell	-3,000	Closed	-$226K	–	206
2018 Q3	$226K	Hold	3,000	–	–	0.15%	32
2018 Q2	$208K	Hold	3,000	–	–	0.16%	21
2018 Q1	$196K	Buy	+3,000	New	+$196K	0.13%	31