SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 211,113 Value ($000) $30,394 Avg Close — Range —
Q3 2025
Shares 106,373 Value ($000) $29,982 Avg Close — Range —
Q2 2025
Shares 105,289 Value ($000) $26,662 Avg Close — Range —
Q1 2025
Shares 104,948 Value ($000) $21,670 Avg Close — Range —
Q4 2024
Shares 126,519 Value ($000) $29,418 Avg Close — Range —
Q3 2024
Shares 124,737 Value ($000) $27,909 Avg Close — Range —
Q2 2024
Shares 120,464 Value ($000) $26,607 Avg Close — Range —
Q1 2024
Shares 123,457 Value ($000) $24,269 Avg Close — Range —
Q4 2023
Shares 130,617 Value ($000) $25,141 Avg Close — Range —