SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 2,341 Value ($000) $337 Avg Close Range
Q3 2025
Shares 1,469 Value ($000) $414 Avg Close Range
Q2 2025
Shares 1,169 Value ($000) $296 Avg Close Range
Q1 2025
Shares 1,135 Value ($000) $234 Avg Close Range
Q4 2024
Shares 1,148 Value ($000) $267 Avg Close Range
Q3 2024
Shares 1,145 Value ($000) $258 Avg Close Range
Q2 2024
Shares 1,153 Value ($000) $261 Avg Close Range
Q1 2024
Shares 1,051 Value ($000) $219 Avg Close Range
Q4 2023
Shares 1,080 Value ($000) $208 Avg Close Range