SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

OKABENA INVESTMENT SERVICES INC's Holding History (CIK: 0001157519)

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

Q4 2025
Shares 49,653 Value ($000) $2,719 Avg Close — Range —
Q3 2025
Shares 48,565 Value ($000) $2,616 Avg Close — Range —
Q2 2025
Shares 47,442 Value ($000) $2,485 Avg Close — Range —
Q1 2025
Shares 46,149 Value ($000) $2,299 Avg Close — Range —
Q4 2024
Shares 45,816 Value ($000) $2,214 Avg Close — Range —
Q3 2024
Shares 42,620 Value ($000) $1,932 Avg Close — Range —
Q2 2024
Shares 42,620 Value ($000) $1,752 Avg Close — Range —
Q1 2024
Shares 42,620 Value ($000) $1,795 Avg Close — Range —
Q4 2023
Shares 42,954 Value ($000) $1,615 Avg Close — Range —
Q1 2020
Shares 3,561 Value ($000) $74 Avg Close — Range —
Q4 2019
Shares 3,561 Value ($000) $110 Avg Close — Range —