SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 51,629 Value ($000) $7,433 Avg Close — Range —
Q3 2025
Shares 27,615 Value ($000) $7,783 Avg Close — Range —
Q2 2025
Shares 26,858 Value ($000) $6,801 Avg Close — Range —
Q1 2025
Shares 25,723 Value ($000) $5,311 Avg Close — Range —
Q4 2024
Shares 25,732 Value ($000) $5,983 Avg Close — Range —
Q3 2024
Shares 24,799 Value ($000) $5,599 Avg Close — Range —
Q2 2024
Shares 25,718 Value ($000) $5,818 Avg Close — Range —
Q1 2024
Shares 20,225 Value ($000) $4,005 Avg Close — Range —
Q4 2023
Shares 19,752 Value ($000) $3,802 Avg Close — Range —
Q3 2023
Shares 19,070 Value ($000) $3,126 Avg Close — Range —
Q2 2023
Shares 20,273 Value ($000) $3,525 Avg Close — Range —
Q1 2023
Shares 23,462 Value ($000) $3,543 Avg Close — Range —
Q4 2022
Shares 20,382 Value ($000) $2,536 Avg Close — Range —
Q3 2022
Shares 16,220 Value ($000) $1,927 Avg Close — Range —
Q2 2022
Shares 16,404 Value ($000) $2,085 Avg Close — Range —
Q1 2022
Shares 26,996 Value ($000) $4,290 Avg Close — Range —
Q4 2021
Shares 22,902 Value ($000) $3,982 Avg Close — Range —
Q3 2021
Shares 22,818 Value ($000) $3,407 Avg Close — Range —
Q2 2021
Shares 23,217 Value ($000) $3,428 Avg Close — Range —
Q1 2021
Shares 23,394 Value ($000) $3,107 Avg Close — Range —
Q4 2020
Shares 23,215 Value ($000) $3,018 Avg Close — Range —
Q3 2020
Shares 24,201 Value ($000) $2,824 Avg Close — Range —
Q2 2020
Shares 28,929 Value ($000) $3,023 Avg Close — Range —
Q1 2020
Shares 28,706 Value ($000) $2,446 Avg Close — Range —
Q4 2019
Shares 14,606 Value ($000) $1,339 Avg Close — Range —
Q3 2019
Shares 14,140 Value ($000) $1,139 Avg Close — Range —
Q2 2019
Shares 14,390 Value ($000) $1,123 Avg Close — Range —
Q1 2019
Shares 16,707 Value ($000) $1,236 Avg Close — Range —
Q4 2018
Shares 14,786 Value ($000) $916 Avg Close — Range —
Q3 2018
Shares 17,140 Value ($000) $1,177 Avg Close — Range —
Q2 2018
Shares 14,767 Value ($000) $1,077 Avg Close — Range —
Q1 2018
Shares 11,076 Value ($000) $725 Avg Close — Range —
Q4 2017
Shares 8,894 Value ($000) $569 Avg Close — Range —
Q3 2017
Shares 1,898 Value ($000) $112 Avg Close — Range —