SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 66,572 Value ($000) $9,584 Avg Close Range
Q3 2025
Shares 33,084 Value ($000) $9,325 Avg Close Range
Q2 2025
Shares 21,834 Value ($000) $5,529 Avg Close Range
Q1 2025
Shares 26,607 Value ($000) $5,494 Avg Close Range
Q4 2024
Shares 31,862 Value ($000) $7,409 Avg Close Range
Q3 2024
Shares 32,063 Value ($000) $7,239 Avg Close Range
Q2 2024
Shares 30,589 Value ($000) $6,920 Avg Close Range
Q1 2024
Shares 23,118 Value ($000) $4,815 Avg Close Range
Q4 2023
Shares 22,555 Value ($000) $4,341 Avg Close Range
Q3 2023
Shares 22,837 Value ($000) $3,744 Avg Close Range
Q2 2023
Shares 21,233 Value ($000) $3,692 Avg Close Range
Q1 2023
Shares 21,155 Value ($000) $3,195 Avg Close Range
Q4 2022
Shares 28,690 Value ($000) $3,570 Avg Close Range
Q3 2022
Shares 28,805 Value ($000) $3,421 Avg Close Range
Q2 2022
Shares 19,398 Value ($000) $2,466 Avg Close Range
Q1 2022
Shares 19,048 Value ($000) $3,027 Avg Close Range
Q4 2021
Shares 18,446 Value ($000) $3,207 Avg Close Range