SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Wharton Business Group, LLC's Holding History (CIK: 0001513126)

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

Q4 2025
Shares 503,949 Value ($000) $72,554 Avg Close — Range —
Q3 2025
Shares 257,992 Value ($000) $72,718 Avg Close — Range —
Q2 2025
Shares 266,207 Value ($000) $67 Avg Close — Range —
Q1 2025
Shares 283,818 Value ($000) $59 Avg Close — Range —
Q4 2024
Shares 281,521 Value ($000) $65 Avg Close — Range —
Q3 2024
Shares 286,621 Value ($000) $65 Avg Close — Range —
Q2 2024
Shares 286,230 Value ($000) $65 Avg Close — Range —
Q1 2024
Shares 292,735 Value ($000) $61 Avg Close — Range —
Q4 2023
Shares 304,200 Value ($000) $59 Avg Close — Range —
Q3 2023
Shares 303,734 Value ($000) $50 Avg Close — Range —
Q2 2023
Shares 332,764 Value ($000) $58 Avg Close — Range —
Q1 2023
Shares 365,902 Value ($000) $55 Avg Close — Range —
Q4 2022
Shares 336,127 Value ($000) $42 Avg Close — Range —
Q3 2022
Shares 353,757 Value ($000) $42,019 Avg Close — Range —
Q2 2022
Shares 351,237 Value ($000) $44,649 Avg Close — Range —
Q1 2022
Shares 324,956 Value ($000) $51,645 Avg Close — Range —
Q4 2021
Shares 370,321 Value ($000) $64,388 Avg Close — Range —
Q3 2021
Shares 375,891 Value ($000) $56,128 Avg Close — Range —
Q2 2021
Shares 417,837 Value ($000) $61,698 Avg Close — Range —
Q1 2021
Shares 446,544 Value ($000) $59,306 Avg Close — Range —
Q4 2020
Shares 487,774 Value ($000) $63,420 Avg Close — Range —
Q3 2020
Shares 511,462 Value ($000) $59,688 Avg Close — Range —
Q2 2020
Shares 635,618 Value ($000) $66,415 Avg Close — Range —
Q1 2020
Shares 646,673 Value ($000) $51,973 Avg Close — Range —
Q4 2019
Shares 633,820 Value ($000) $58,102 Avg Close — Range —
Q3 2019
Shares 667,755 Value ($000) $53,774 Avg Close — Range —
Q2 2019
Shares 640,490 Value ($000) $49,984 Avg Close — Range —
Q1 2019
Shares 729,743 Value ($000) $54,001 Avg Close — Range —
Q4 2018
Shares 700,387 Value ($000) $43,410 Avg Close — Range —
Q3 2018
Shares 704,532 Value ($000) $53,072 Avg Close — Range —
Q2 2018
Shares 729,307 Value ($000) $50,665 Avg Close — Range —
Q1 2018
Shares 724,114 Value ($000) $47,372 Avg Close — Range —
Q4 2017
Shares 664,556 Value ($000) $42,263 Avg Close — Range —
Q3 2017
Shares 766,731 Value ($000) $45,314 Avg Close — Range —
Q2 2017
Shares 792,101 Value ($000) $43,344 Avg Close — Range —
Q1 2017
Shares 816,361 Value ($000) $43,519 Avg Close — Range —
Q4 2016
Shares 829,726 Value ($000) $40,125 Avg Close — Range —
Q3 2016
Shares 720,146 Value ($000) $34,409 Avg Close — Range —
Q2 2016
Shares 819,886 Value ($000) $35,558 Avg Close — Range —
Q1 2016
Shares 809,106 Value ($000) $35,892 Avg Close — Range —
Q4 2015
Shares 750,006 Value ($000) $32,122 Avg Close — Range —
Q3 2015
Shares 769,251 Value ($000) $30,385 Avg Close — Range —
Q2 2015
Shares 781,476 Value ($000) $32,353 Avg Close — Range —
Q1 2015
Shares 725,086 Value ($000) $30,048 Avg Close — Range —
Q4 2014
Shares 815,936 Value ($000) $33,739 Avg Close — Range —
Q3 2014
Shares 806,876 Value ($000) $32,194 Avg Close — Range —
Q2 2014
Shares 762,376 Value ($000) $29,237 Avg Close — Range —
Q1 2014
Shares 1,085,711 Value ($000) $39,466 Avg Close — Range —
Q4 2013
Shares 1,022,611 Value ($000) $36,548 Avg Close — Range —
Q3 2013
Shares 1,005,437 Value ($000) $32,214 Avg Close — Range —
Q2 2013
Shares 948,992 Value ($000) $29,025 Avg Close — Range —