SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 1,958 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 979 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 979 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 1,448 Value ($000) $299 Avg Close — Range —
Q4 2024
Shares 1,518 Value ($000) $353 Avg Close — Range —
Q3 2024
Shares 1,518 Value ($000) $342 Avg Close — Range —
Q2 2024
Shares 2,368 Value ($000) $536 Avg Close — Range —
Q1 2024
Shares 2,368 Value ($000) $493 Avg Close — Range —
Q4 2023
Shares 2,368 Value ($000) $456 Avg Close — Range —
Q3 2023
Shares 2,368 Value ($000) $388 Avg Close — Range —
Q2 2023
Shares 2,368 Value ($000) $412 Avg Close — Range —
Q1 2023
Shares 2,368 Value ($000) $358 Avg Close — Range —