SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 3,046,790 Value ($000) $363,874 Avg Close — Range —
Q3 2025
Shares 1,511,032 Value ($000) $362,103 Avg Close — Range —
Q2 2025
Shares 19,513 Value ($000) $4,241 Avg Close — Range —
Q1 2025
Shares 20,053 Value ($000) $3,960 Avg Close — Range —
Q4 2024
Shares 13,147 Value ($000) $4,677 Avg Close — Range —
Q3 2024
Shares 15,816 Value ($000) $3,169 Avg Close — Range —
Q2 2024
Shares 7,119 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 2,192 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 3,014 Value ($000) $1 Avg Close — Range —