Schneider Downs Wealth Management Advisors’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	$458K	Hold	3,444	–	–	0.05%	103
2025 Q4	$496K	Sell	3,444 -156	-4%	-$22.5K	0.06%	99
2025 Q3	$507K	Buy	3,600 +2	+0.1%	+$265	0.06%	94
2025 Q2	$456K	Hold	3,598	–	–	0.07%	97
2025 Q1	$371K	Buy	3,598 +60	+2%	+$6.8K	0.07%	101
2024 Q4	$411K	Hold	3,538	–	–	0.08%	96
2024 Q3	$399K	Hold	3,538	–	–	0.08%	98
2024 Q2	$400K	Buy	3,538 +460	+15%	+$48.4K	0.09%	93
2024 Q1	$321K	Hold	3,078	–	–	0.07%	98
2023 Q4	$296K	Sell	3,078 -596	-16%	-$53.1K	0.08%	89
2023 Q3	$301K	Sell	3,674 -4,344	-54%	-$373K	0.07%	81
2023 Q2	$697K	Hold	8,018	–	–	0.16%	52
2023 Q1	$605K	Sell	8,018 -232	-3%	-$16K	0.12%	57
2022 Q4	$513K	Buy	8,250 +3,078	+60%	+$195K	0.11%	64
2022 Q3	$307K	Hold	5,172	–	–	0.09%	89
2022 Q2	$329K	Hold	5,172	–	–	0.09%	91
2022 Q1	$411K	Buy	5,172 +6	+0.1%	+$471	0.1%	85
2021 Q4	$449K	Buy	5,166 +6	+0.1%	+$494	0.11%	87
2021 Q3	$385K	Buy	5,160 +4	+0.1%	+$309	0.1%	88
2021 Q2	$381K	Hold	5,156	–	–	0.1%	85
2021 Q1	$342K	Buy	+5,156	New	+$340K	0.08%	83