SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 9,587 Value ($000) $1,380 Avg Close — Range —
Q3 2025
Shares 4,797 Value ($000) $1,373 Avg Close — Range —
Q2 2025
Shares 4,812 Value ($000) $1,219 Avg Close — Range —
Q1 2025
Shares 4,829 Value ($000) $997 Avg Close — Range —
Q4 2024
Shares 4,829 Value ($000) $1,123 Avg Close — Range —
Q3 2024
Shares 4,829 Value ($000) $1,090 Avg Close — Range —
Q2 2024
Shares 5,039 Value ($000) $1,140 Avg Close — Range —
Q1 2024
Shares 4,831 Value ($000) $1,006 Avg Close — Range —
Q4 2023
Shares 4,856 Value ($000) $935 Avg Close — Range —
Q4 2020
Shares 435 Value ($000) $57 Avg Close — Range —
Q3 2020
Shares 275 Value ($000) $32 Avg Close — Range —
Q2 2020
Shares 185 Value ($000) $19 Avg Close — Range —
Q1 2020
Shares 185 Value ($000) $15 Avg Close — Range —
Q4 2019
Shares 185 Value ($000) $17 Avg Close — Range —