Sound View Wealth Advisors Group’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	$11.8M	Sell	88,777 -814	-0.9%	-$115K	0.8%	31
2025 Q4	$12.9M	Buy	89,591 +1,433	+2%	+$207K	0.87%	30
2025 Q3	$12.4M	Buy	88,158 +2,536	+3%	+$336K	0.85%	32
2025 Q2	$10.8M	Buy	85,622 +3,826	+5%	+$425K	0.8%	32
2025 Q1	$8.44M	Buy	81,796 +2,330	+3%	+$264K	0.69%	41
2024 Q4	$9.24M	Buy	79,466 +6,030	+8%	+$702K	0.74%	34
2024 Q3	$8.29M	Buy	73,436 +23,276	+46%	+$2.56M	0.68%	41
2024 Q2	$5.67M	Buy	50,160 +5,534	+12%	+$583K	0.58%	48
2024 Q1	$4.65M	Sell	44,626 -7,814	-15%	-$790K	0.5%	53
2023 Q4	$5.05M	Buy	52,440 +2,236	+4%	+$199K	0.56%	46
2023 Q3	$4.11M	Buy	50,204 +12,374	+33%	+$1.06M	0.51%	50
2023 Q2	$3.29M	Buy	37,830 +3,640	+11%	+$287K	0.43%	58
2023 Q1	$2.58M	Sell	34,190 -18,250	-35%	-$1.26M	0.35%	70
2022 Q4	$5.05M	Buy	52,440 +29,856	+132%	+$1.9M	0.56%	46
2022 Q3	$1.34M	Buy	22,584 +846	+4%	+$57.7K	0.3%	83
2022 Q2	$1.38M	Buy	21,738 +3,420	+19%	+$238K	0.29%	87
2022 Q1	$1.46M	Buy	18,318 +2,828	+18%	+$222K	0.28%	89
2021 Q4	$1.35M	Buy	15,490 +1,304	+9%	+$107K	0.25%	98
2021 Q3	$1.06M	Buy	14,186 +1,506	+12%	+$116K	0.22%	109
2021 Q2	$936K	Buy	12,680 +4,712	+59%	+$330K	0.2%	117
2021 Q1	$529K	Buy	7,968 +2,700	+51%	+$178K	0.12%	151
2020 Q4	$342K	Buy	5,268 +492	+10%	+$30K	0.08%	188
2020 Q3	$279K	Buy	4,776 +184	+4%	+$10.4K	0.07%	198
2020 Q2	$240K	Buy	+4,592	New	+$216K	0.07%	210
2020 Q1	–	Sell	-4,658	Closed	-$213K	–	241
2019 Q4	$213K	Buy	+4,658	New	+$199K	0.06%	233