SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q4 2025
Shares 17,231 Value ($000) $944 Avg Close Range
Q3 2025
Shares 17,195 Value ($000) $926 Avg Close Range
Q2 2025
Shares 17,169 Value ($000) $899 Avg Close Range
Q1 2025
Shares 35,853 Value ($000) $1,786 Avg Close Range
Q3 2021
Shares 2,157 Value ($000) $81 Avg Close Range
Q2 2018
Shares 11,283 Value ($000) $304 Avg Close Range
Q1 2018
Shares 11,283 Value ($000) $304 Avg Close Range
Q4 2016
Shares 1,198 Value ($000) $28 Avg Close Range