Savvy Advisors Inc’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	$36.5M	Buy	274,877 +42,774	+18%	+$6.03M	0.98%	18
2025 Q4	$33.4M	Buy	232,103 +84,283	+57%	+$12.2M	1.08%	15
2025 Q3	$20.8M	Buy	147,820 +24,570	+20%	+$3.25M	0.96%	19
2025 Q2	$15.6M	Buy	123,250 +19,034	+18%	+$2.11M	1.04%	15
2025 Q1	$10.8M	Buy	104,216 +12,194	+13%	+$1.38M	1.08%	16
2024 Q4	$10.7M	Buy	92,022 +19,844	+27%	+$2.31M	1.29%	15
2024 Q3	$8.15M	Buy	72,178 +44,424	+160%	+$4.88M	1.65%	13
2024 Q2	$3.14M	Buy	27,754 +9,628	+53%	+$1.01M	1.02%	19
2024 Q1	$1.89M	Buy	18,126 +13,258	+272%	+$1.34M	1.09%	17
2023 Q4	$468K	Buy	+4,868	New	+$433K	0.45%	67