SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Wharton Business Group, LLC's Holding History (CIK: 0001513126)

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

Q4 2025
Shares 433,292 Value ($000) $23,731 Avg Close — Range —
Q3 2025
Shares 422,207 Value ($000) $22,744 Avg Close — Range —
Q2 2025
Shares 420,672 Value ($000) $22 Avg Close — Range —
Q1 2025
Shares 424,023 Value ($000) $21 Avg Close — Range —
Q4 2024
Shares 421,468 Value ($000) $20 Avg Close — Range —
Q3 2024
Shares 429,698 Value ($000) $19 Avg Close — Range —
Q2 2024
Shares 430,953 Value ($000) $18 Avg Close — Range —
Q1 2024
Shares 434,108 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 519,588 Value ($000) $20 Avg Close — Range —
Q3 2023
Shares 424,898 Value ($000) $14 Avg Close — Range —
Q2 2023
Shares 162,493 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 162,423 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 275,343 Value ($000) $9 Avg Close — Range —
Q3 2022
Shares 161,888 Value ($000) $4,914 Avg Close — Range —
Q2 2022
Shares 161,903 Value ($000) $5,092 Avg Close — Range —
Q1 2022
Shares 164,598 Value ($000) $6,307 Avg Close — Range —
Q4 2021
Shares 164,308 Value ($000) $6,416 Avg Close — Range —
Q3 2021
Shares 144,248 Value ($000) $5,414 Avg Close — Range —
Q2 2021
Shares 104,388 Value ($000) $3,830 Avg Close — Range —
Q1 2021
Shares 91,128 Value ($000) $3,103 Avg Close — Range —
Q4 2020
Shares 64,818 Value ($000) $1,911 Avg Close — Range —
Q3 2020
Shares 65,483 Value ($000) $1,576 Avg Close — Range —
Q2 2020
Shares 64,918 Value ($000) $1,502 Avg Close — Range —
Q1 2020
Shares 55,618 Value ($000) $1,158 Avg Close — Range —
Q4 2019
Shares 58,538 Value ($000) $1,802 Avg Close — Range —
Q3 2019
Shares 60,703 Value ($000) $1,700 Avg Close — Range —
Q2 2019
Shares 55,888 Value ($000) $1,543 Avg Close — Range —
Q1 2019
Shares 53,508 Value ($000) $1,376 Avg Close — Range —
Q4 2018
Shares 50,223 Value ($000) $1,196 Avg Close — Range —
Q3 2018
Shares 51,123 Value ($000) $1,410 Avg Close — Range —
Q2 2018
Shares 52,183 Value ($000) $1,387 Avg Close — Range —
Q1 2018
Shares 51,278 Value ($000) $1,414 Avg Close — Range —
Q4 2017
Shares 48,812 Value ($000) $1,362 Avg Close — Range —
Q3 2017
Shares 49,962 Value ($000) $1,292 Avg Close — Range —
Q2 2017
Shares 46,355 Value ($000) $1,144 Avg Close — Range —
Q1 2017
Shares 39,450 Value ($000) $936 Avg Close — Range —
Q4 2016
Shares 46,955 Value ($000) $1,092 Avg Close — Range —
Q3 2016
Shares 50,650 Value ($000) $978 Avg Close — Range —
Q2 2016
Shares 82,130 Value ($000) $1,877 Avg Close — Range —
Q1 2016
Shares 61,495 Value ($000) $1,384 Avg Close — Range —
Q4 2015
Shares 69,960 Value ($000) $1,667 Avg Close — Range —
Q3 2015
Shares 70,890 Value ($000) $1,606 Avg Close — Range —
Q2 2015
Shares 67,540 Value ($000) $1,647 Avg Close — Range —
Q1 2015
Shares 67,070 Value ($000) $1,617 Avg Close — Range —
Q4 2014
Shares 55,500 Value ($000) $1,373 Avg Close — Range —
Q3 2014
Shares 55,285 Value ($000) $1,281 Avg Close — Range —
Q2 2014
Shares 44,495 Value ($000) $1,012 Avg Close — Range —
Q1 2014
Shares 58,080 Value ($000) $1,298 Avg Close — Range —
Q4 2013
Shares 48,880 Value ($000) $1,069 Avg Close — Range —
Q3 2013
Shares 67,215 Value ($000) $1,338 Avg Close — Range —
Q2 2013
Shares 66,720 Value ($000) $1,297 Avg Close — Range —