SELECT SECTOR SPDR TR

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

SS&H Financial Advisors, Inc.'s Holding History (CIK: 0001911735)

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

Q4 2025
Shares 2,334 Value ($000) $0 Avg Close Range
Q3 2025
Shares 1,167 Value ($000) $280 Avg Close Range
Q2 2025
Shares 1,167 Value ($000) $254 Avg Close Range
Q1 2025
Shares 1,750 Value ($000) $0 Avg Close Range
Q4 2024
Shares 2,333 Value ($000) $1 Avg Close Range
Q3 2024
Shares 2,333 Value ($000) $0 Avg Close Range
Q2 2024
Shares 2,333 Value ($000) $0 Avg Close Range
Q1 2024
Shares 2,333 Value ($000) $0 Avg Close Range
Q4 2023
Shares 2,333 Value ($000) $0 Avg Close Range
Q3 2023
Shares 2,333 Value ($000) $0 Avg Close Range
Q1 2023
Shares 2,333 Value ($000) $349 Avg Close Range