SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 19,475 Value ($000) $2,804 Avg Close — Range —
Q3 2025
Shares 10,602 Value ($000) $2,988 Avg Close — Range —
Q2 2025
Shares 3,399 Value ($000) $861 Avg Close — Range —
Q1 2025
Shares 1,313 Value ($000) $271 Avg Close — Range —
Q4 2024
Shares 7,563 Value ($000) $1,759 Avg Close — Range —
Q3 2024
Shares 31,442 Value ($000) $7,098 Avg Close — Range —
Q2 2024
Shares 29,227 Value ($000) $6,612 Avg Close — Range —
Q1 2024
Shares 28,053 Value ($000) $5,843 Avg Close — Range —
Q4 2023
Shares 23,506 Value ($000) $4,525 Avg Close — Range —
Q3 2023
Shares 20,800 Value ($000) $3,410 Avg Close — Range —
Q2 2023
Shares 19,730 Value ($000) $3,430 Avg Close — Range —
Q1 2022
Shares 9,265 Value ($000) $1,472 Avg Close — Range —
Q4 2021
Shares 6,202 Value ($000) $1,079 Avg Close — Range —
Q3 2021
Shares 4,167 Value ($000) $622 Avg Close — Range —
Q2 2021
Shares 2,535 Value ($000) $374 Avg Close — Range —
Q1 2021
Shares 2,535 Value ($000) $337 Avg Close — Range —
Q2 2020
Shares 15,943 Value ($000) $1,666 Avg Close — Range —