Retirement Income Solutions’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	$3.08M	Hold	23,178	–	–	0.53%	28
2025 Q4	$3.34M	Sell	23,178 -1,250	-5%	-$181K	0.57%	26
2025 Q3	$3.44M	Hold	24,428	–	–	0.59%	24
2025 Q2	$3.09M	Sell	24,428 -518	-2%	-$57.5K	0.57%	25
2025 Q1	$2.58M	Sell	24,946 -454	-2%	-$51.5K	0.54%	24
2024 Q4	$2.95M	Hold	25,400	–	–	0.6%	22
2024 Q3	$2.87M	Sell	25,400 -256	-1%	-$28.1K	0.66%	22
2024 Q2	$2.9M	Buy	25,656 +280	+1%	+$29.5K	0.7%	23
2024 Q1	$2.64M	Sell	25,376 -3,926	-13%	-$397K	0.6%	24
2023 Q4	$2.82M	Buy	29,302 +1,218	+4%	+$108K	0.7%	24
2023 Q3	$2.3M	Buy	28,084 +550	+2%	+$47.2K	0.64%	25
2023 Q2	$2.39M	Sell	27,534 -342	-1%	-$27K	0.64%	25
2023 Q1	$2.1M	Buy	27,876 +6,918	+33%	+$476K	0.61%	24
2022 Q4	$1.3M	Buy	20,958 +1,542	+8%	+$97.9K	0.41%	31
2022 Q3	$1.18M	Buy	19,416 +474	+3%	+$32.3K	0.42%	32
2022 Q2	$1.2M	Buy	18,942 +2,122	+13%	+$148K	0.43%	32
2022 Q1	$1.34M	Sell	16,820 -3,890	-19%	-$305K	0.37%	30
2021 Q4	$1.8M	Hold	20,710	–	–	0.48%	25
2021 Q3	$1.55M	Hold	20,710	–	–	0.52%	26
2021 Q2	$1.53M	Hold	20,710	–	–	0.52%	27
2021 Q1	$1.38M	Hold	20,710	–	–	0.47%	29
2020 Q4	$1.35M	Sell	20,710 -306	-1%	-$18.6K	0.49%	28
2020 Q3	$1.23M	Sell	21,016 -378	-2%	-$21.4K	0.54%	28
2020 Q2	$1.12M	Buy	21,394 +8,446	+65%	+$397K	0.47%	28
2020 Q1	$520K	Buy	12,948 +7,752	+149%	+$354K	0.29%	40
2019 Q4	$238K	Hold	5,196	–	–	0.1%	67
2019 Q3	$209K	Hold	5,196	–	–	0.11%	69
2019 Q2	$203K	Buy	+5,196	New	+$198K	0.11%	62