West Branch Capital’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	$52.2K	Sell	274 -212	-44%	-$36.2K	0.01%	137
2026 Q1	$64.6K	Sell	486 -306	-39%	-$43.1K	0.02%	122
2025 Q4	$114K	Sell	792 -94	-11%	-$13.6K	0.03%	105
2025 Q3	$125K	Hold	886	–	–	0.03%	103
2025 Q2	$112K	Sell	886 -36	-4%	-$4K	0.03%	106
2025 Q1	$95.2K	Buy	922 +130	+16%	+$14.7K	0.03%	119
2024 Q4	$92.1K	Hold	792	–	–	0.03%	123
2024 Q3	$89.4K	Hold	792	–	–	0.03%	127
2024 Q2	$89.6K	Hold	792	–	–	0.03%	130
2024 Q1	$82.5K	Sell	792 -102	-11%	-$10.3K	0.03%	136
2023 Q4	$86K	Buy	894 +102	+13%	+$9.08K	0.04%	127
2023 Q3	$64.9K	Hold	792	–	–	0.03%	140
2023 Q2	$68.8K	Hold	792	–	–	0.03%	138
2023 Q1	$59.8K	Hold	792	–	–	0.03%	154
2022 Q4	$49.3K	Hold	792	–	–	0.03%	168
2022 Q3	$47K	Hold	792	–	–	0.03%	169
2022 Q2	$50K	Hold	792	–	–	0.03%	172
2022 Q1	$63K	Sell	792 -1,364	-63%	-$107K	0.03%	171
2021 Q4	$187K	Buy	2,156 +2	+0.1%	+$165	0.08%	91
2021 Q3	$161K	Sell	2,154 -1,416	-40%	-$109K	0.08%	101
2021 Q2	$264K	Sell	3,570 -444	-11%	-$31.1K	0.13%	78
2021 Q1	$267K	Buy	4,014 +460	+13%	+$30.4K	0.16%	73
2020 Q4	$231K	Buy	3,554 +14	+0.4%	+$853	0.14%	81
2020 Q3	$207K	Buy	+3,540	New	+$200K	0.13%	82

Other funds holding XLK