SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 48,403 Value ($000) $6,969 Avg Close Range
Q3 2025
Shares 24,479 Value ($000) $6,900 Avg Close Range
Q2 2025
Shares 22,103 Value ($000) $5,597 Avg Close Range
Q1 2025
Shares 20,337 Value ($000) $4,199 Avg Close Range
Q4 2024
Shares 19,499 Value ($000) $4,534 Avg Close Range
Q3 2024
Shares 16,396 Value ($000) $3,702 Avg Close Range
Q2 2024
Shares 14,009 Value ($000) $3,169 Avg Close Range
Q1 2024
Shares 11,568 Value ($000) $2,389 Avg Close Range
Q4 2023
Shares 6,340 Value ($000) $1,220 Avg Close Range
Q3 2023
Shares 6,600 Value ($000) $1,082 Avg Close Range
Q2 2023
Shares 6,683 Value ($000) $1,162 Avg Close Range
Q1 2023
Shares 4,372 Value ($000) $660 Avg Close Range
Q4 2022
Shares 4,552 Value ($000) $566 Avg Close Range
Q3 2022
Shares 4,917 Value ($000) $584 Avg Close Range
Q2 2022
Shares 4,982 Value ($000) $633 Avg Close Range
Q1 2022
Shares 4,982 Value ($000) $792 Avg Close Range
Q4 2021
Shares 4,978 Value ($000) $866 Avg Close Range
Q3 2021
Shares 1,363 Value ($000) $204 Avg Close Range
Q2 2021
Shares 1,363 Value ($000) $201 Avg Close Range
Q1 2021
Shares 1,363 Value ($000) $181 Avg Close Range
Q4 2020
Shares 2,098 Value ($000) $273 Avg Close Range
Q3 2020
Shares 2,263 Value ($000) $264 Avg Close Range
Q2 2020
Shares 2,438 Value ($000) $255 Avg Close Range
Q1 2020
Shares 2,438 Value ($000) $196 Avg Close Range
Q4 2019
Shares 2,489 Value ($000) $228 Avg Close Range
Q3 2019
Shares 2,687 Value ($000) $216 Avg Close Range
Q2 2019
Shares 2,751 Value ($000) $215 Avg Close Range