Total Wealth Planning & Management’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 Q2	$1.38M	Buy	5,432 +2,815	+108%	+$713K	1.11%	17
2025 Q1	$540K	Sell	2,617 -2,899	-53%	-$599K	0.51%	61
2024 Q4	$1.28M	Buy	+5,516	New	+$1.28M	1.16%	17