SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 2,060 Value ($000) $297 Avg Close Range
Q3 2025
Shares 1,029 Value ($000) $290 Avg Close Range
Q2 2025
Shares 2,395 Value ($000) $607 Avg Close Range
Q1 2025
Shares 2,449 Value ($000) $506 Avg Close Range
Q4 2024
Shares 2,394 Value ($000) $557 Avg Close Range
Q3 2024
Shares 2,343 Value ($000) $529 Avg Close Range
Q2 2024
Shares 2,132 Value ($000) $482 Avg Close Range
Q1 2024
Shares 1,801 Value ($000) $375 Avg Close Range
Q4 2023
Shares 1,643 Value ($000) $316 Avg Close Range