SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 4,276 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 3,829 Value ($000) $300 Avg Close — Range —
Q2 2025
Shares 3,821 Value ($000) $309 Avg Close — Range —
Q1 2025
Shares 4,165 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 3,696 Value ($000) $291 Avg Close — Range —
Q3 2024
Shares 4,901 Value ($000) $407 Avg Close — Range —
Q2 2024
Shares 7,209 Value ($000) $552 Avg Close — Range —
Q1 2024
Shares 4,089 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 5,212 Value ($000) $375 Avg Close — Range —
Q3 2023
Shares 6,291 Value ($000) $433 Avg Close — Range —
Q2 2023
Shares 11,049 Value ($000) $820 Avg Close — Range —
Q1 2023
Shares 9,375 Value ($000) $700 Avg Close — Range —
Q4 2022
Shares 16,967 Value ($000) $1,265 Avg Close — Range —
Q3 2022
Shares 14,167 Value ($000) $1 Avg Close — Range —