Secure Asset Management’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 Q2	$609K	Buy	+3,198	New	+$546K	0.09%	170
2026 Q1	–	Sell	-7,284	Closed	-$1.05M	–	381
2025 Q4	$1.05M	Buy	7,284 +422	+6%	+$60.9K	0.17%	129
2025 Q3	$976K	Sell	6,862 -884	-11%	-$117K	0.16%	131
2025 Q2	$981K	Buy	7,746 +1,004	+15%	+$111K	0.18%	133
2025 Q1	$696K	Sell	6,742 -172,888	-96%	-$19.6M	0.14%	147
2024 Q4	$20.9M	Buy	179,630 +3,250	+2%	+$378K	3.17%	4
2024 Q3	$19.9M	Buy	176,380 +3,616	+2%	+$397K	3.36%	4
2024 Q2	$19.5M	Sell	172,764 -8,944	-5%	-$942K	3.71%	4
2024 Q1	$18.9M	Buy	181,708 +46,584	+34%	+$4.71M	4.45%	3
2023 Q4	$13M	Buy	135,124 +17,840	+15%	+$1.59M	3.49%	3
2023 Q3	$9.61M	Buy	117,284 +2,538	+2%	+$218K	2.88%	5
2023 Q2	$9.97M	Buy	114,746 +10,070	+10%	+$794K	3.03%	4
2023 Q1	$7.9M	Buy	104,676 +6,184	+6%	+$426K	2.64%	4
2022 Q4	$6.13M	Buy	98,492 +12,134	+14%	+$771K	2.2%	5
2022 Q3	$5.13M	Buy	86,358 +76,680	+792%	+$5.23M	2.87%	6
2022 Q2	$615K	Buy	9,678 +156	+2%	+$10.9K	0.34%	54
2022 Q1	$757K	Sell	9,522 -17,328	-65%	-$1.36M	0.34%	57
2021 Q4	$2.33M	Buy	26,850 +1,708	+7%	+$141K	0.95%	16
2021 Q3	$1.88M	Sell	25,142 -1,952	-7%	-$151K	0.93%	21
2021 Q2	$2M	Sell	27,094 -21,586	-44%	-$1.51M	1.01%	17
2021 Q1	$3.23M	Buy	48,680 +2,896	+6%	+$191K	1.8%	12
2020 Q4	$2.98M	Buy	45,784 +2,602	+6%	+$158K	1.75%	11
2020 Q3	$2.52M	Buy	43,182 +16,098	+59%	+$910K	1.73%	11
2020 Q2	$1.42M	Sell	27,084 -56,666	-68%	-$2.67M	1%	24
2020 Q1	$3.37M	Sell	83,750 -37,730	-31%	-$1.72M	3.62%	3
2019 Q4	$5.57M	Buy	+121,480	New	+$5.2M	3.93%	2

Other funds holding XLK