SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 5,588 Value ($000) $865 Avg Close Range
Q3 2025
Shares 4,451 Value ($000) $620 Avg Close Range
Q2 2025
Shares 5,469 Value ($000) $737 Avg Close Range
Q1 2025
Shares 5,331 Value ($000) $773 Avg Close Range
Q4 2024
Shares 7,305 Value ($000) $1,005 Avg Close Range
Q3 2024
Shares 6,893 Value ($000) $1,060 Avg Close Range
Q2 2024
Shares 5,540 Value ($000) $807 Avg Close Range
Q1 2024
Shares 5,280 Value ($000) $780 Avg Close Range
Q4 2023
Shares 6,299 Value ($000) $859 Avg Close Range
Q3 2023
Shares 5,732 Value ($000) $1,607 Avg Close Range
Q2 2023
Shares 7,554 Value ($000) $1,003 Avg Close Range