WMS Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,520	Closed	-$818K	–	289
2024 Q4	$818K	Hold	3,520	–	–	0.05%	134
2024 Q3	$795K	Buy	+3,520	New	+$795K	0.04%	133