SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 10,463 Value ($000) $1,506 Avg Close — Range —
Q3 2025
Shares 4,928 Value ($000) $1,389 Avg Close — Range —
Q2 2025
Shares 4,573 Value ($000) $1,158 Avg Close — Range —
Q1 2025
Shares 4,263 Value ($000) $880 Avg Close — Range —
Q4 2024
Shares 4,271 Value ($000) $993 Avg Close — Range —
Q3 2024
Shares 4,223 Value ($000) $953 Avg Close — Range —
Q2 2024
Shares 4,221 Value ($000) $955 Avg Close — Range —
Q1 2024
Shares 3,786 Value ($000) $789 Avg Close — Range —
Q4 2023
Shares 3,471 Value ($000) $668 Avg Close — Range —
Q3 2023
Shares 3,333 Value ($000) $546 Avg Close — Range —
Q2 2023
Shares 2,150 Value ($000) $374 Avg Close — Range —