SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 9,476 Value ($000) $1,364 Avg Close Range
Q3 2025
Shares 4,872 Value ($000) $1,373 Avg Close Range
Q2 2025
Shares 4,614 Value ($000) $1,168 Avg Close Range
Q1 2025
Shares 4,514 Value ($000) $932 Avg Close Range
Q4 2024
Shares 4,514 Value ($000) $1,050 Avg Close Range