SELECT SECTOR SPDR TR

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

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 49,432 Value ($000) $5,903 Avg Close — Range —
Q3 2025
Shares 24,821 Value ($000) $5,948 Avg Close — Range —
Q2 2025
Shares 25,937 Value ($000) $5,637 Avg Close — Range —
Q1 2025
Shares 28,108 Value ($000) $5,550 Avg Close — Range —
Q4 2024
Shares 28,198 Value ($000) $6,326 Avg Close — Range —
Q3 2024
Shares 28,542 Value ($000) $5,719 Avg Close — Range —
Q2 2024
Shares 30,358 Value ($000) $5,537 Avg Close — Range —
Q1 2024
Shares 27,271 Value ($000) $5,015 Avg Close — Range —
Q4 2023
Shares 26,843 Value ($000) $4,800 Avg Close — Range —
Q3 2023
Shares 24,853 Value ($000) $4,001 Avg Close — Range —
Q2 2023
Shares 20,639 Value ($000) $3,505 Avg Close — Range —
Q1 2023
Shares 19,152 Value ($000) $2,864 Avg Close — Range —
Q4 2022
Shares 17,715 Value ($000) $2,288 Avg Close — Range —
Q3 2022
Shares 17,410 Value ($000) $2,480 Avg Close — Range —