Second Half Financial Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,574	Closed	-$599K	–	99
2024 Q4	$599K	Buy	2,574 +215	+9%	+$50K	0.29%	46
2024 Q3	$533K	Buy	+2,359	New	+$533K	0.28%	56
2023 Q3	–	Sell	-7,276	Closed	-$1.27M	–	148
2023 Q2	$1.27M	Buy	+7,276	New	+$1.27M	0.29%	81