SELECT SECTOR SPDR TR

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

Frank, Rimerman Advisors LLC's Holding History (CIK: 0001977560)

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

Q4 2025
Shares 16,798 Value ($000) $2,006 Avg Close — Range —
Q3 2025
Shares 8,399 Value ($000) $2,013 Avg Close — Range —
Q2 2025
Shares 8,399 Value ($000) $1,825 Avg Close — Range —
Q1 2025
Shares 8,399 Value ($000) $1,658 Avg Close — Range —
Q4 2024
Shares 6,124 Value ($000) $1,374 Avg Close — Range —
Q3 2024
Shares 6,124 Value ($000) $1,227 Avg Close — Range —
Q2 2024
Shares 6,069 Value ($000) $1,107 Avg Close — Range —
Q1 2024
Shares 6,069 Value ($000) $1,116 Avg Close — Range —
Q4 2023
Shares 6,070 Value ($000) $1,085 Avg Close — Range —
Q3 2023
Shares 4,229 Value ($000) $681 Avg Close — Range —
Q2 2023
Shares 4,090 Value ($000) $695 Avg Close — Range —
Q1 2023
Shares 3,746 Value ($000) $560 Avg Close — Range —
Q4 2022
Shares 2,787 Value ($000) $360 Avg Close — Range —
Q3 2022
Shares 2,099 Value ($000) $299 Avg Close — Range —