SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Koa Wealth Management, LLC's Holding History (CIK: 0002022118)

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

Q4 2025
Shares 43,780 Value ($000) $1,869 Avg Close Range
Q3 2025
Shares 25,834 Value ($000) $2,253 Avg Close Range
Q2 2025
Shares 30,831 Value ($000) $2,518 Avg Close Range
Q1 2025
Shares 34,634 Value ($000) $2,731 Avg Close Range
Q4 2024
Shares 36,000 Value ($000) $2,725 Avg Close Range
Q3 2024
Shares 37,512 Value ($000) $3,030 Avg Close Range
Q2 2024
Shares 39,101 Value ($000) $2,664 Avg Close Range
Q1 2024
Shares 38,020 Value ($000) $2,496 Avg Close Range
Q4 2023
Shares 18,211 Value ($000) $1,153 Avg Close Range