SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 5,698 Value ($000) $820 Avg Close Range
Q3 2025
Shares 2,706 Value ($000) $763 Avg Close Range
Q2 2025
Shares 2,695 Value ($000) $682 Avg Close Range
Q1 2025
Shares 2,793 Value ($000) $577 Avg Close Range
Q4 2024
Shares 2,990 Value ($000) $695 Avg Close Range
Q3 2024
Shares 3,074 Value ($000) $694 Avg Close Range
Q2 2024
Shares 2,771 Value ($000) $1 Avg Close Range
Q1 2024
Shares 2,754 Value ($000) $1 Avg Close Range
Q4 2023
Shares 3,233 Value ($000) $1 Avg Close Range
Q3 2023
Shares 3,230 Value ($000) $1 Avg Close Range
Q2 2023
Shares 3,138 Value ($000) $546 Avg Close Range
Q1 2023
Shares 2,670 Value ($000) $403 Avg Close Range
Q3 2022
Shares 2,485 Value ($000) $295 Avg Close Range
Q2 2022
Shares 2,156 Value ($000) $274 Avg Close Range
Q1 2022
Shares 2,154 Value ($000) $342 Avg Close Range
Q4 2021
Shares 2,292 Value ($000) $398 Avg Close Range
Q3 2021
Shares 2,436 Value ($000) $364 Avg Close Range
Q2 2021
Shares 1,332 Value ($000) $197 Avg Close Range
Q1 2021
Shares 735 Value ($000) $97 Avg Close Range
Q4 2020
Shares 735 Value ($000) $97 Avg Close Range
Q3 2020
Shares 695 Value ($000) $81 Avg Close Range
Q2 2020
Shares 679 Value ($000) $71 Avg Close Range
Q1 2020
Shares 635 Value ($000) $51 Avg Close Range
Q4 2019
Shares 464 Value ($000) $43 Avg Close Range
Q3 2019
Shares 463 Value ($000) $37 Avg Close Range
Q2 2019
Shares 487 Value ($000) $38 Avg Close Range
Q1 2019
Shares 486 Value ($000) $36 Avg Close Range
Q4 2018
Shares 506 Value ($000) $31 Avg Close Range