SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 34,392 Value ($000) $4,951 Avg Close Range
Q3 2025
Shares 17,604 Value ($000) $4,962 Avg Close Range
Q2 2025
Shares 14,151 Value ($000) $3,583 Avg Close Range
Q1 2025
Shares 12,282 Value ($000) $2,536 Avg Close Range
Q4 2024
Shares 13,368 Value ($000) $3,108 Avg Close Range
Q3 2024
Shares 12,760 Value ($000) $2,881 Avg Close Range
Q2 2024
Shares 5,461 Value ($000) $1,236 Avg Close Range
Q1 2024
Shares 5,802 Value ($000) $1,208 Avg Close Range
Q4 2023
Shares 5,216 Value ($000) $1,004 Avg Close Range
Q3 2023
Shares 2,508 Value ($000) $411 Avg Close Range
Q2 2023
Shares 2,059 Value ($000) $358 Avg Close Range
Q1 2023
Shares 1,999 Value ($000) $302 Avg Close Range
Q4 2022
Shares 1,972 Value ($000) $245 Avg Close Range
Q3 2022
Shares 2,705 Value ($000) $321 Avg Close Range
Q2 2022
Shares 2,089 Value ($000) $266 Avg Close Range
Q1 2022
Shares 2,289 Value ($000) $364 Avg Close Range
Q4 2021
Shares 1,984 Value ($000) $345 Avg Close Range
Q3 2021
Shares 4,333 Value ($000) $647 Avg Close Range
Q1 2021
Shares 2,272 Value ($000) $302 Avg Close Range