SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q2 2025
Shares 10,242 Value ($000) $2,594 Avg Close — Range —
Q1 2025
Shares 11,915 Value ($000) $2,460 Avg Close — Range —
Q4 2024
Shares 15,970 Value ($000) $3,713 Avg Close — Range —
Q3 2024
Shares 10,977 Value ($000) $2,478 Avg Close — Range —
Q2 2024
Shares 14,427 Value ($000) $3,264 Avg Close — Range —
Q1 2024
Shares 15,001 Value ($000) $3,124 Avg Close — Range —
Q4 2023
Shares 6,838 Value ($000) $1,316 Avg Close — Range —
Q3 2023
Shares 4,637 Value ($000) $760 Avg Close — Range —
Q2 2023
Shares 2,654 Value ($000) $461 Avg Close — Range —
Q4 2022
Shares 2,930 Value ($000) $365 Avg Close — Range —