SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 3,846 Value ($000) $595 Avg Close Range
Q3 2025
Shares 4,128 Value ($000) $575 Avg Close Range
Q1 2025
Shares 4,122 Value ($000) $602 Avg Close Range
Q4 2024
Shares 4,115 Value ($000) $566 Avg Close Range
Q3 2024
Shares 4,107 Value ($000) $633 Avg Close Range
Q2 2024
Shares 4,109 Value ($000) $599 Avg Close Range
Q1 2024
Shares 4,436 Value ($000) $655 Avg Close Range
Q4 2023
Shares 4,139 Value ($000) $565 Avg Close Range
Q3 2023
Shares 4,654 Value ($000) $599 Avg Close Range
Q2 2023
Shares 4,971 Value ($000) $660 Avg Close Range
Q1 2023
Shares 5,058 Value ($000) $655 Avg Close Range
Q4 2022
Shares 5,046 Value ($000) $686 Avg Close Range
Q3 2022
Shares 5,563 Value ($000) $673 Avg Close Range
Q2 2022
Shares 5,022 Value ($000) $644 Avg Close Range
Q1 2022
Shares 5,277 Value ($000) $723 Avg Close Range
Q4 2021
Shares 5,267 Value ($000) $742 Avg Close Range
Q3 2021
Shares 5,256 Value ($000) $669 Avg Close Range
Q2 2021
Shares 5,245 Value ($000) $693 Avg Close Range
Q1 2021
Shares 5,562 Value ($000) $649 Avg Close Range
Q4 2020
Shares 4,367 Value ($000) $495 Avg Close Range
Q3 2020
Shares 4,028 Value ($000) $425 Avg Close Range
Q4 2019
Shares 2,458 Value ($000) $250 Avg Close Range