OLIO Financial Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History

OLIO Financial Planning’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$365K	Hold
2025 Q2	$328K	Hold
2025 Q1	$267K	Hold
2024 Q4	$301K	Hold
2024 Q3	$250K	Hold
2024 Q2	$250K	Hold
2024 Q1	$250K	Hold
2023 Q4	$250K	Hold
2023 Q3	$212K	Hold
2023 Q2	$225K	Buy