SELECT SECTOR SPDR TR

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

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 23,758 Value ($000) $2,837 Avg Close — Range —
Q3 2025
Shares 21,494 Value ($000) $5,151 Avg Close — Range —
Q2 2025
Shares 28,555 Value ($000) $6,206 Avg Close — Range —
Q1 2025
Shares 37,406 Value ($000) $7,386 Avg Close — Range —
Q4 2024
Shares 114,443 Value ($000) $25,675 Avg Close — Range —
Q3 2024
Shares 117,049 Value ($000) $23,453 Avg Close — Range —
Q2 2024
Shares 122,528 Value ($000) $22,349 Avg Close — Range —
Q1 2024
Shares 107,536 Value ($000) $19,775 Avg Close — Range —
Q4 2023
Shares 63,698 Value ($000) $11,390 Avg Close — Range —