SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 18,234 Value ($000) $999 Avg Close — Range —
Q3 2025
Shares 16,756 Value ($000) $903 Avg Close — Range —
Q2 2025
Shares 17,410 Value ($000) $912 Avg Close — Range —
Q1 2025
Shares 18,300 Value ($000) $912 Avg Close — Range —
Q4 2024
Shares 18,886 Value ($000) $913 Avg Close — Range —
Q3 2024
Shares 20,171 Value ($000) $914 Avg Close — Range —
Q2 2024
Shares 15,340 Value ($000) $631 Avg Close — Range —
Q1 2024
Shares 15,813 Value ($000) $666 Avg Close — Range —
Q4 2023
Shares 12,695 Value ($000) $477 Avg Close — Range —
Q3 2023
Shares 14,950 Value ($000) $496 Avg Close — Range —
Q2 2023
Shares 14,427 Value ($000) $486 Avg Close — Range —
Q2 2021
Shares 5,945 Value ($000) $218 Avg Close — Range —
Q1 2021
Shares 8,039 Value ($000) $274 Avg Close — Range —
Q4 2019
Shares 108,131 Value ($000) $3,328 Avg Close — Range —
Q3 2019
Shares 92,057 Value ($000) $2,578 Avg Close — Range —
Q1 2019
Shares 55,884 Value ($000) $1,437 Avg Close — Range —
Q4 2018
Shares 67,271 Value ($000) $1,602 Avg Close — Range —
Q3 2018
Shares 95,043 Value ($000) $2,621 Avg Close — Range —
Q2 2018
Shares 70,008 Value ($000) $1,862 Avg Close — Range —
Q1 2018
Shares 210,088 Value ($000) $5,792 Avg Close — Range —
Q4 2017
Shares 97,114 Value ($000) $2,710 Avg Close — Range —
Q3 2017
Shares 229,582 Value ($000) $5,937 Avg Close — Range —
Q2 2017
Shares 429,824 Value ($000) $10,604 Avg Close — Range —
Q1 2017
Shares 497,663 Value ($000) $11,810 Avg Close — Range —