Premier Path 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
2026 Q1	$24M	Sell	180,955 -23,698	-12%	-$3.34M	3.13%	4
2025 Q4	$29.5M	Sell	204,653 -22,995	-10%	-$3.32M	3.8%	2
2025 Q3	$32.1M	Sell	227,648 -8,070	-3%	-$1.07M	4.13%	2
2025 Q2	$29.8M	Sell	235,718 -6,680	-3%	-$741K	4.15%	1
2025 Q1	$25M	Buy	242,398 +5,652	+2%	+$641K	3.89%	2
2024 Q4	$27.5M	Buy	236,746 +4,192	+2%	+$488K	4.19%	2
2024 Q3	$26.3M	Buy	232,554 +31,558	+16%	+$3.46M	4.14%	2
2024 Q2	$22.7M	Buy	200,996 +4,438	+2%	+$467K	3.87%	3
2024 Q1	$20.5M	Buy	196,558 +33,256	+20%	+$3.36M	3.85%	3
2023 Q4	$16M	Buy	+163,302	New	+$14.5M	3.53%	3