SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 62,356 Value ($000) $3,415 Avg Close Range
Q3 2025
Shares 62,725 Value ($000) $3,379 Avg Close Range
Q2 2025
Shares 59,837 Value ($000) $3,134 Avg Close Range
Q1 2025
Shares 59,256 Value ($000) $2,952 Avg Close Range
Q4 2024
Shares 57,751 Value ($000) $2,791 Avg Close Range
Q3 2024
Shares 49,490 Value ($000) $2,243 Avg Close Range
Q2 2024
Shares 35,290 Value ($000) $1,451 Avg Close Range
Q1 2024
Shares 35,105 Value ($000) $1,479 Avg Close Range
Q4 2023
Shares 51,551 Value ($000) $1,938 Avg Close Range
Q3 2023
Shares 37,318 Value ($000) $1,238 Avg Close Range
Q2 2023
Shares 40,171 Value ($000) $1,354 Avg Close Range
Q1 2023
Shares 43,975 Value ($000) $1,414 Avg Close Range
Q4 2022
Shares 43,938 Value ($000) $1,503 Avg Close Range
Q3 2022
Shares 44,531 Value ($000) $1,352 Avg Close Range
Q2 2022
Shares 44,796 Value ($000) $1,409 Avg Close Range
Q1 2022
Shares 42,735 Value ($000) $1,638 Avg Close Range
Q4 2021
Shares 42,704 Value ($000) $1,668 Avg Close Range
Q3 2021
Shares 43,965 Value ($000) $1,650 Avg Close Range
Q2 2021
Shares 33,173 Value ($000) $1,217 Avg Close Range
Q1 2021
Shares 48,516 Value ($000) $1,652 Avg Close Range
Q4 2020
Shares 31,546 Value ($000) $930 Avg Close Range
Q3 2020
Shares 29,020 Value ($000) $699 Avg Close Range
Q2 2020
Shares 20,520 Value ($000) $475 Avg Close Range
Q1 2020
Shares 12,126 Value ($000) $252 Avg Close Range
Q4 2019
Shares 10,667 Value ($000) $328 Avg Close Range