SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 32,750 Value ($000) $4,715 Avg Close — Range —
Q3 2025
Shares 16,509 Value ($000) $4,653 Avg Close — Range —
Q2 2025
Shares 16,166 Value ($000) $4,094 Avg Close — Range —
Q1 2025
Shares 16,411 Value ($000) $3,389 Avg Close — Range —
Q4 2024
Shares 18,709 Value ($000) $4,350 Avg Close — Range —
Q3 2024
Shares 18,595 Value ($000) $4,198 Avg Close — Range —
Q2 2024
Shares 18,614 Value ($000) $4,211 Avg Close — Range —
Q1 2024
Shares 17,909 Value ($000) $3,730 Avg Close — Range —
Q4 2023
Shares 17,384 Value ($000) $3,346 Avg Close — Range —
Q3 2023
Shares 17,160 Value ($000) $2,813 Avg Close — Range —
Q2 2023
Shares 17,103 Value ($000) $2,974 Avg Close — Range —
Q1 2023
Shares 21,398 Value ($000) $3,231 Avg Close — Range —
Q4 2022
Shares 17,203 Value ($000) $2,141 Avg Close — Range —
Q3 2022
Shares 22,162 Value ($000) $2,632 Avg Close — Range —
Q2 2022
Shares 22,275 Value ($000) $2,832 Avg Close — Range —
Q1 2022
Shares 22,695 Value ($000) $3,607 Avg Close — Range —
Q4 2021
Shares 14,924 Value ($000) $2,595 Avg Close — Range —
Q3 2021
Shares 14,939 Value ($000) $2,231 Avg Close — Range —
Q2 2021
Shares 13,086 Value ($000) $1,932 Avg Close — Range —
Q1 2021
Shares 13,130 Value ($000) $1,744 Avg Close — Range —
Q4 2020
Shares 14,086 Value ($000) $1,831 Avg Close — Range —
Q3 2020
Shares 14,606 Value ($000) $1,705 Avg Close — Range —
Q2 2020
Shares 16,145 Value ($000) $1,687 Avg Close — Range —
Q1 2020
Shares 15,305 Value ($000) $1,230 Avg Close — Range —
Q4 2019
Shares 13,710 Value ($000) $1,257 Avg Close — Range —