SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 116 Value ($000) $16 Avg Close — Range —
Q2 2025
Shares 113 Value ($000) $15 Avg Close — Range —
Q1 2025
Shares 124 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 42 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 87 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 82 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 926 Value ($000) $137 Avg Close — Range —
Q4 2023
Shares 530 Value ($000) $72 Avg Close — Range —
Q3 2023
Shares 621 Value ($000) $80 Avg Close — Range —
Q2 2023
Shares 630 Value ($000) $84 Avg Close — Range —
Q4 2022
Shares 27 Value ($000) $4 Avg Close — Range —