SELECT SECTOR SPDR TR

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

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 21,251 Value ($000) $2,538 Avg Close — Range —
Q3 2025
Shares 17,315 Value ($000) $4,149 Avg Close — Range —
Q2 2025
Shares 16,762 Value ($000) $3,643 Avg Close — Range —
Q1 2025
Shares 15,556 Value ($000) $3,071 Avg Close — Range —
Q4 2024
Shares 15,411 Value ($000) $3,458 Avg Close — Range —
Q3 2024
Shares 14,697 Value ($000) $2,945 Avg Close — Range —
Q2 2024
Shares 18,821 Value ($000) $3,433 Avg Close — Range —
Q1 2024
Shares 27,190 Value ($000) $5,000 Avg Close — Range —
Q4 2023
Shares 35,150 Value ($000) $6 Avg Close — Range —
Q3 2023
Shares 22,609 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 41,965 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 25,076 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 30,510 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 33,578 Value ($000) $4,787 Avg Close — Range —
Q2 2022
Shares 42,186 Value ($000) $5,799 Avg Close — Range —
Q1 2022
Shares 37,765 Value ($000) $6,986 Avg Close — Range —
Q4 2021
Shares 47,320 Value ($000) $9,675 Avg Close — Range —
Q3 2021
Shares 49,883 Value ($000) $8,952 Avg Close — Range —
Q2 2021
Shares 73,550 Value ($000) $13,133 Avg Close — Range —
Q1 2021
Shares 59,523 Value ($000) $10,006 Avg Close — Range —
Q4 2020
Shares 73,843 Value ($000) $11,878 Avg Close — Range —
Q3 2020
Shares 12,566 Value ($000) $1,844 Avg Close — Range —
Q2 2020
Shares 12,320 Value ($000) $1,574 Avg Close — Range —
Q3 2019
Shares 2,311 Value ($000) $279 Avg Close — Range —