SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 17,612 Value ($000) $2,536 Avg Close — Range —
Q3 2025
Shares 8,806 Value ($000) $2,482 Avg Close — Range —
Q2 2025
Shares 9,109 Value ($000) $2,307 Avg Close — Range —
Q1 2025
Shares 3,561 Value ($000) $735 Avg Close — Range —
Q4 2024
Shares 1,583 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 1,583 Value ($000) $357 Avg Close — Range —
Q2 2024
Shares 1,308 Value ($000) $296 Avg Close — Range —
Q1 2024
Shares 1,308 Value ($000) $272 Avg Close — Range —