SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

HTG Investment Advisors, Inc.'s Holding History (CIK: 0001963875)

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

Q4 2025
Shares 6,678 Value ($000) $961 Avg Close — Range —
Q3 2025
Shares 3,339 Value ($000) $941 Avg Close — Range —
Q2 2025
Shares 3,339 Value ($000) $846 Avg Close — Range —
Q1 2025
Shares 2,924 Value ($000) $604 Avg Close — Range —
Q4 2024
Shares 3,327 Value ($000) $774 Avg Close — Range —
Q3 2024
Shares 3,335 Value ($000) $753 Avg Close — Range —
Q2 2024
Shares 3,327 Value ($000) $753 Avg Close — Range —
Q1 2024
Shares 3,327 Value ($000) $693 Avg Close — Range —
Q4 2023
Shares 3,327 Value ($000) $640 Avg Close — Range —
Q3 2023
Shares 3,327 Value ($000) $545 Avg Close — Range —
Q2 2023
Shares 3,327 Value ($000) $578 Avg Close — Range —
Q1 2023
Shares 3,327 Value ($000) $502 Avg Close — Range —
Q4 2022
Shares 3,590 Value ($000) $447 Avg Close — Range —