SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 83,713 Value ($000) $4,585 Avg Close Range
Q3 2025
Shares 89,630 Value ($000) $4,828 Avg Close Range
Q2 2025
Shares 88,841 Value ($000) $4,653 Avg Close Range
Q1 2025
Shares 89,579 Value ($000) $4,462 Avg Close Range
Q4 2024
Shares 90,526 Value ($000) $4,375 Avg Close Range
Q3 2024
Shares 90,855 Value ($000) $4,118 Avg Close Range
Q2 2024
Shares 90,452 Value ($000) $3,718 Avg Close Range
Q1 2024
Shares 72,506 Value ($000) $3,021 Avg Close Range
Q4 2023
Shares 75,442 Value ($000) $2,837 Avg Close Range
Q3 2023
Shares 83,228 Value ($000) $2,761 Avg Close Range
Q2 2023
Shares 83,320 Value ($000) $2,809 Avg Close Range
Q1 2023
Shares 25,771 Value ($000) $829 Avg Close Range
Q4 2022
Shares 28,803 Value ($000) $985 Avg Close Range
Q3 2022
Shares 29,136 Value ($000) $885 Avg Close Range
Q2 2022
Shares 21,089 Value ($000) $663 Avg Close Range
Q1 2022
Shares 22,071 Value ($000) $846 Avg Close Range
Q4 2021
Shares 21,042 Value ($000) $822 Avg Close Range
Q3 2021
Shares 22,276 Value ($000) $836 Avg Close Range
Q2 2021
Shares 14,237 Value ($000) $522 Avg Close Range
Q1 2021
Shares 10,744 Value ($000) $366 Avg Close Range
Q4 2020
Shares 10,699 Value ($000) $315 Avg Close Range
Q3 2020
Shares 10,783 Value ($000) $260 Avg Close Range
Q2 2020
Shares 725 Value ($000) $17 Avg Close Range
Q1 2020
Shares 811 Value ($000) $17 Avg Close Range