SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 57,324 Value ($000) $3,140 Avg Close — Range —
Q3 2025
Shares 64,232 Value ($000) $3,460 Avg Close — Range —
Q2 2025
Shares 71,515 Value ($000) $3,745 Avg Close — Range —
Q4 2024
Shares 141,981 Value ($000) $6,862 Avg Close — Range —
Q3 2024
Shares 153,513 Value ($000) $6,919 Avg Close — Range —
Q2 2024
Shares 168,864 Value ($000) $6,942 Avg Close — Range —
Q1 2024
Shares 135,330 Value ($000) $4,489 Avg Close — Range —
Q4 2023
Shares 147,455 Value ($000) $5,544 Avg Close — Range —
Q3 2023
Shares 135,330 Value ($000) $4,489 Avg Close — Range —
Q2 2023
Shares 149,810 Value ($000) $5,050 Avg Close — Range —
Q1 2023
Shares 166,810 Value ($000) $5,363 Avg Close — Range —
Q4 2022
Shares 339,963 Value ($000) $11,627 Avg Close — Range —
Q3 2022
Shares 310,512 Value ($000) $9,428 Avg Close — Range —
Q2 2022
Shares 254,080 Value ($000) $7,991 Avg Close — Range —
Q1 2022
Shares 273,378 Value ($000) $10,476 Avg Close — Range —
Q4 2021
Shares 271,528 Value ($000) $10,604 Avg Close — Range —
Q3 2021
Shares 262,426 Value ($000) $9,849 Avg Close — Range —
Q2 2021
Shares 255,662 Value ($000) $9,381 Avg Close — Range —
Q1 2021
Shares 255,283 Value ($000) $8,693 Avg Close — Range —
Q4 2020
Shares 119,249 Value ($000) $3,516 Avg Close — Range —
Q3 2020
Shares 147,637 Value ($000) $3,531 Avg Close — Range —
Q2 2020
Shares 135,900 Value ($000) $3,145 Avg Close — Range —
Q1 2020
Shares 138,154 Value ($000) $2,877 Avg Close — Range —
Q4 2019
Shares 142,597 Value ($000) $4,390 Avg Close — Range —
Q3 2019
Shares 142,971 Value ($000) $4,004 Avg Close — Range —
Q2 2019
Shares 152,398 Value ($000) $4,207 Avg Close — Range —
Q1 2019
Shares 167,485 Value ($000) $4,307 Avg Close — Range —
Q4 2018
Shares 192,579 Value ($000) $4,589 Avg Close — Range —
Q3 2018
Shares 208,141 Value ($000) $5,741 Avg Close — Range —
Q2 2018
Shares 198,868 Value ($000) $5,289 Avg Close — Range —
Q1 2018
Shares 178,088 Value ($000) $4,911 Avg Close — Range —
Q4 2017
Shares 182,523 Value ($000) $5,096 Avg Close — Range —
Q3 2017
Shares 197,194 Value ($000) $5,100 Avg Close — Range —
Q2 2017
Shares 183,858 Value ($000) $4,536 Avg Close — Range —
Q1 2017
Shares 172,601 Value ($000) $4,096 Avg Close — Range —
Q4 2016
Shares 156,956 Value ($000) $3,651 Avg Close — Range —
Q3 2016
Shares 141,858 Value ($000) $2,277 Avg Close — Range —
Q2 2016
Shares 135,535 Value ($000) $2,419 Avg Close — Range —
Q1 2016
Shares 154,617 Value ($000) $2,724 Avg Close — Range —
Q4 2015
Shares 168,042 Value ($000) $4,006 Avg Close — Range —
Q3 2015
Shares 166,258 Value ($000) $3,769 Avg Close — Range —
Q2 2015
Shares 148,498 Value ($000) $3,629 Avg Close — Range —
Q1 2015
Shares 123,537 Value ($000) $2,978 Avg Close — Range —
Q4 2014
Shares 153,214 Value ($000) $19,055 Avg Close — Range —
Q3 2014
Shares 47,791 Value ($000) $1,107 Avg Close — Range —
Q2 2014
Shares 56,260 Value ($000) $685,059 Avg Close — Range —
Q1 2014
Shares 33,651 Value ($000) $752 Avg Close — Range —
Q4 2013
Shares 32,479 Value ($000) $710 Avg Close — Range —
Q3 2013
Shares 20,636 Value ($000) $411 Avg Close — Range —
Q2 2013
Shares 30,328 Value ($000) $590 Avg Close — Range —