O'Brien Wealth 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
2025 Q4	$824K	Hold	5,720	–	–	0.11%	39
2025 Q3	$806K	Hold	5,720	–	–	0.11%	39
2025 Q2	$724K	Hold	5,720	–	–	0.11%	32
2025 Q1	$591K	Hold	5,720	–	–	0.11%	29
2024 Q4	$665K	Buy	5,720 +2,154	+60%	+$251K	0.12%	27
2024 Q3	$403K	Hold	3,566	–	–	0.08%	31
2024 Q2	$403K	Hold	3,566	–	–	0.09%	31
2024 Q1	$371K	Hold	3,566	–	–	0.09%	30
2023 Q4	$343K	Hold	3,566	–	–	0.09%	30
2023 Q3	$292K	Hold	3,566	–	–	0.08%	29
2023 Q2	$310K	Hold	3,566	–	–	0.09%	30
2023 Q1	$269K	Hold	3,566	–	–	0.08%	34
2022 Q4	$222K	Hold	3,566	–	–	0.09%	42
2022 Q3	$212K	Hold	3,566	–	–	0.09%	47
2022 Q2	$227K	Hold	3,566	–	–	0.09%	46
2022 Q1	$241K	Hold	3,566	–	–	0.1%	35
2021 Q4	$286K	Hold	3,566	–	–	0.1%	31
2021 Q3	$268K	Hold	3,566	–	–	0.09%	29
2021 Q2	$270K	Hold	3,566	–	–	0.09%	34
2021 Q1	$250K	Hold	3,566	–	–	0.08%	36
2020 Q4	$233K	Hold	3,566	–	–	0.08%	33
2020 Q3	$211K	Sell	3,566 -2,434	-41%	-$138K	0.09%	34
2020 Q2	$324K	Sell	6,000 -274	-4%	-$12.9K	0.13%	23
2020 Q1	$246K	Buy	6,274 +274	+5%	+$12.5K	0.14%	28
2019 Q4	$278K	Hold	6,000	–	–	0.2%	31
2019 Q3	$242K	Hold	6,000	–	–	0.19%	32
2019 Q2	$240K	Hold	6,000	–	–	0.18%	35
2019 Q1	$222K	Buy	+6,000	New	+$205K	0.16%	38
2018 Q4	–	Sell	-6,000	Closed	-$226K	–	206
2018 Q3	$226K	Hold	6,000	–	–	0.15%	32
2018 Q2	$208K	Hold	6,000	–	–	0.16%	21
2018 Q1	$196K	Buy	+6,000	New	+$202K	0.13%	31