SFMG Wealth 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	$215K	Hold	1,620	–	–	0.01%	285
2025 Q4	$233K	Sell	1,620 -102	-6%	-$14.7K	0.02%	274
2025 Q3	$243K	Buy	1,722 +102	+6%	+$13.5K	0.02%	255
2025 Q2	$205K	Sell	1,620 -1,600	-50%	-$178K	0.02%	255
2025 Q1	$332K	Buy	+3,220	New	+$365K	0.03%	186
2024 Q3	–	Sell	-2,490	Closed	-$282K	–	285
2024 Q2	$282K	Buy	+2,490	New	+$262K	0.02%	200
2016 Q1	–	Sell	-24,674	Closed	-$528K	–	118
2015 Q4	$528K	Buy	+24,674	New	+$531K	0.12%	71
2015 Q3	–	Sell	-547,880	Closed	-$11.3M	–	130
2015 Q2	$11.3M	Sell	547,880 -1,141,590	-68%	-$24.4M	2.54%	12
2015 Q1	$35M	Buy	1,689,470 +1,032,018	+157%	+$21.5M	2.83%	13
2014 Q4	$13.6M	Sell	657,452 -23,830	-3%	-$483K	3.02%	12
2014 Q3	$13.6M	Buy	681,282 +13,194	+2%	+$261K	4.26%	9
2014 Q2	$12.8M	Sell	668,088 -79,682	-11%	-$1.47M	4.41%	10
2014 Q1	$13.6M	Buy	747,770 +19,214	+3%	+$343K	4.58%	8
2013 Q4	$13M	Sell	728,556 -6,978	-0.9%	-$118K	4.47%	8
2013 Q3	$11.8M	Buy	+735,534	New	+$11.7M	4.72%	8