Spire Wealth 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 Q1	$20.9M	Sell	156,938 -7,025	-4%	-$990K	0.71%	31
2025 Q4	$23.6M	Sell	163,963 -5,545	-3%	-$801K	0.79%	25
2025 Q3	$23.9M	Buy	169,508 +45,328	+37%	+$6M	0.81%	19
2025 Q2	$15.7M	Buy	124,180 +5,064	+4%	+$562K	0.56%	39
2025 Q1	$12.3M	Buy	119,116 +860	+0.7%	+$97.5K	0.39%	50
2024 Q4	$13.7M	Sell	118,256 -123,306	-51%	-$14.3M	0.43%	48
2024 Q3	$27.3M	Sell	241,562 -29,296	-11%	-$3.22M	0.92%	21
2024 Q2	$30.6M	Buy	270,858 +3,898	+1%	+$410K	1.08%	13
2024 Q1	$27.8M	Buy	266,960 +7,276	+3%	+$736K	0.5%	35
2023 Q4	$26M	Buy	259,684 +136,286	+110%	+$12.1M	0.86%	21
2023 Q3	$10.1M	Sell	123,398 -46,474	-27%	-$3.99M	0.39%	60
2023 Q2	$14.8M	Buy	169,872 +49,416	+41%	+$3.9M	0.55%	34
2023 Q1	$9.1M	Buy	120,456 +10,092	+9%	+$694K	0.35%	61
2022 Q4	$6.87M	Sell	110,364 -3,836	-3%	-$244K	0.39%	61
2022 Q3	$6.78M	Sell	114,200 -3,600	-3%	-$246K	0.41%	57
2022 Q2	$7.49M	Sell	117,800 -35,226	-23%	-$2.45M	0.31%	85
2022 Q1	$11.9M	Sell	153,026 -9,560	-6%	-$750K	0.32%	80
2021 Q4	$14.2M	Buy	162,586 +27,550	+20%	+$2.27M	0.32%	84
2021 Q3	$10.1M	Sell	135,036 -5,774	-4%	-$445K	0.27%	108
2021 Q2	$10.4M	Sell	140,810 -15,526	-10%	-$1.09M	0.28%	101
2021 Q1	$10.2M	Buy	+156,336	New	+$10.3M	0.27%	103