SELECT SECTOR SPDR TR

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

PETERSON WEALTH MANAGEMENT's Holding History (CIK: 0001785144)

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

Q4 2025
Shares 38,280 Value ($000) $4,571 Avg Close — Range —
Q3 2025
Shares 25,197 Value ($000) $6,038 Avg Close — Range —
Q2 2025
Shares 30,392 Value ($000) $6,605 Avg Close — Range —
Q1 2025
Shares 30,711 Value ($000) $6,064 Avg Close — Range —
Q4 2024
Shares 30,294 Value ($000) $6,796 Avg Close — Range —
Q3 2024
Shares 29,401 Value ($000) $5,891 Avg Close — Range —
Q2 2024
Shares 28,983 Value ($000) $5,287 Avg Close — Range —
Q1 2024
Shares 22,940 Value ($000) $4,218 Avg Close — Range —
Q4 2023
Shares 22,436 Value ($000) $4,012 Avg Close — Range —
Q3 2023
Shares 18,653 Value ($000) $3,003 Avg Close — Range —
Q2 2023
Shares 10,402 Value ($000) $1,766 Avg Close — Range —
Q1 2023
Shares 8,161 Value ($000) $1,220 Avg Close — Range —
Q4 2022
Shares 7,517 Value ($000) $971 Avg Close — Range —
Q3 2022
Shares 7,622 Value ($000) $1,086 Avg Close — Range —
Q1 2022
Shares 13,015 Value ($000) $2,408 Avg Close — Range —
Q4 2021
Shares 22,373 Value ($000) $4,574 Avg Close — Range —
Q3 2021
Shares 21,337 Value ($000) $3,829 Avg Close — Range —
Q2 2021
Shares 21,189 Value ($000) $3,783 Avg Close — Range —
Q1 2021
Shares 26,933 Value ($000) $4,527 Avg Close — Range —
Q4 2020
Shares 13,936 Value ($000) $2,241 Avg Close — Range —
Q3 2020
Shares 12,498 Value ($000) $1,837 Avg Close — Range —
Q2 2020
Shares 4,309 Value ($000) $550 Avg Close — Range —
Q1 2020
Shares 2,328 Value ($000) $228 Avg Close — Range —
Q4 2019
Shares 26,281 Value ($000) $3,330 Avg Close — Range —