SELECT SECTOR SPDR TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 171 Value ($000) $41 Avg Close — Range —
Q2 2025
Shares 74 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 43 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 71 Value ($000) $16 Avg Close — Range —
Q3 2024
Shares 69 Value ($000) $14 Avg Close — Range —
Q2 2024
Shares 75 Value ($000) $14 Avg Close — Range —
Q1 2024
Shares 844 Value ($000) $155 Avg Close — Range —
Q4 2023
Shares 511 Value ($000) $91 Avg Close — Range —
Q3 2023
Shares 517 Value ($000) $83 Avg Close — Range —
Q2 2023
Shares 277 Value ($000) $47 Avg Close — Range —
Q4 2022
Shares 20 Value ($000) $3 Avg Close — Range —