SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 22,735 Value ($000) $3,273 Avg Close — Range —
Q3 2025
Shares 11,068 Value ($000) $3,120 Avg Close — Range —
Q2 2025
Shares 10,962 Value ($000) $2,776 Avg Close — Range —
Q1 2025
Shares 10,999 Value ($000) $2,271 Avg Close — Range —
Q4 2024
Shares 11,490 Value ($000) $2,672 Avg Close — Range —
Q3 2024
Shares 11,602 Value ($000) $2,619 Avg Close — Range —
Q2 2024
Shares 11,610 Value ($000) $2,627 Avg Close — Range —
Q1 2024
Shares 11,603 Value ($000) $2,417 Avg Close — Range —
Q4 2023
Shares 22,610 Value ($000) $4,352 Avg Close — Range —
Q3 2023
Shares 21,908 Value ($000) $3,591 Avg Close — Range —
Q2 2023
Shares 21,635 Value ($000) $3,761 Avg Close — Range —
Q1 2023
Shares 21,745 Value ($000) $3,284 Avg Close — Range —
Q4 2022
Shares 21,999 Value ($000) $2,738 Avg Close — Range —
Q3 2022
Shares 18,738 Value ($000) $2,226 Avg Close — Range —
Q2 2022
Shares 19,198 Value ($000) $2,440 Avg Close — Range —
Q1 2022
Shares 19,002 Value ($000) $3,020 Avg Close — Range —
Q4 2021
Shares 22,291 Value ($000) $3,876 Avg Close — Range —
Q3 2021
Shares 22,879 Value ($000) $3,416 Avg Close — Range —
Q2 2021
Shares 23,405 Value ($000) $3,456 Avg Close — Range —
Q1 2021
Shares 34,525 Value ($000) $4,585 Avg Close — Range —
Q4 2020
Shares 102,019 Value ($000) $13,264 Avg Close — Range —
Q3 2020
Shares 101,558 Value ($000) $11,852 Avg Close — Range —
Q2 2020
Shares 195,671 Value ($000) $16,410 Avg Close — Range —
Q1 2020
Shares 132,836 Value ($000) $10,676 Avg Close — Range —
Q4 2019
Shares 140,894 Value ($000) $12,916 Avg Close — Range —