SELECT SECTOR SPDR TR

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

Legend Financial Advisors, Inc.'s Holding History (CIK: 0001781948)

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

Q2 2025
Shares 716 Value ($000) $156 Avg Close — Range —
Q4 2024
Shares 716 Value ($000) $161 Avg Close — Range —
Q3 2024
Shares 716 Value ($000) $143 Avg Close — Range —
Q2 2024
Shares 716 Value ($000) $131 Avg Close — Range —
Q1 2024
Shares 716 Value ($000) $132 Avg Close — Range —
Q4 2023
Shares 716 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 716 Value ($000) $115 Avg Close — Range —
Q2 2023
Shares 716 Value ($000) $122 Avg Close — Range —
Q1 2023
Shares 716 Value ($000) $107 Avg Close — Range —
Q4 2022
Shares 927 Value ($000) $120 Avg Close — Range —
Q3 2022
Shares 927 Value ($000) $132,051 Avg Close — Range —
Q4 2021
Shares 7,046 Value ($000) $1,440 Avg Close — Range —