SELECT SECTOR SPDR TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 48,463 Value ($000) $5,787 Avg Close Range
Q3 2025
Shares 24,629 Value ($000) $5,902 Avg Close Range
Q2 2025
Shares 7,399 Value ($000) $1,608 Avg Close Range
Q1 2025
Shares 6,391 Value ($000) $1,265 Avg Close Range
Q4 2024
Shares 9,518 Value ($000) $2,136 Avg Close Range
Q3 2024
Shares 11,192 Value ($000) $2,243 Avg Close Range
Q2 2024
Shares 8,545 Value ($000) $1,559 Avg Close Range
Q1 2024
Shares 8,230 Value ($000) $1,513 Avg Close Range
Q4 2023
Shares 11,510 Value ($000) $2,058 Avg Close Range
Q3 2023
Shares 2,135 Value ($000) $1,502 Avg Close Range
Q2 2023
Shares 14,054 Value ($000) $2,387 Avg Close Range