SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 85 Value ($000) $24 Avg Close — Range —
Q4 2024
Shares 70 Value ($000) $16 Avg Close — Range —
Q3 2024
Shares 51 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 46 Value ($000) $10 Avg Close — Range —
Q1 2024
Shares 956 Value ($000) $199 Avg Close — Range —
Q4 2023
Shares 462 Value ($000) $89 Avg Close — Range —
Q3 2023
Shares 503 Value ($000) $82 Avg Close — Range —
Q2 2023
Shares 399 Value ($000) $69 Avg Close — Range —
Q4 2022
Shares 34 Value ($000) $4 Avg Close — Range —