SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 83,615 Value ($000) $4,122 Avg Close — Range —
Q3 2025
Shares 86,439 Value ($000) $4,207 Avg Close — Range —
Q2 2025
Shares 88,535 Value ($000) $4,200 Avg Close — Range —
Q1 2025
Shares 86,819 Value ($000) $3,909 Avg Close — Range —
Q4 2024
Shares 78,933 Value ($000) $3,815 Avg Close — Range —
Q3 2024
Shares 77,924 Value ($000) $3,532 Avg Close — Range —
Q2 2024
Shares 72,969 Value ($000) $3,000 Avg Close — Range —
Q1 2024
Shares 58,282 Value ($000) $2,397 Avg Close — Range —
Q4 2023
Shares 60,180 Value ($000) $2,263 Avg Close — Range —
Q3 2023
Shares 60,745 Value ($000) $2,015 Avg Close — Range —
Q2 2023
Shares 59,543 Value ($000) $2,007 Avg Close — Range —
Q1 2023
Shares 67,099 Value ($000) $2,157 Avg Close — Range —
Q4 2022
Shares 52,477 Value ($000) $1,795 Avg Close — Range —
Q3 2022
Shares 48,347 Value ($000) $1,468 Avg Close — Range —
Q2 2022
Shares 46,810 Value ($000) $1,472 Avg Close — Range —
Q1 2022
Shares 81,392 Value ($000) $3,119 Avg Close — Range —
Q4 2021
Shares 72,212 Value ($000) $2,820 Avg Close — Range —
Q3 2021
Shares 69,313 Value ($000) $2,601 Avg Close — Range —
Q2 2021
Shares 61,093 Value ($000) $2,242 Avg Close — Range —
Q1 2021
Shares 61,298 Value ($000) $2,087 Avg Close — Range —
Q4 2020
Shares 61,964 Value ($000) $1,827 Avg Close — Range —
Q3 2020
Shares 65,977 Value ($000) $1,588 Avg Close — Range —
Q2 2020
Shares 79,230 Value ($000) $1,833 Avg Close — Range —
Q1 2020
Shares 89,812 Value ($000) $2,092 Avg Close — Range —
Q4 2019
Shares 78,880 Value ($000) $2,428 Avg Close — Range —
Q3 2019
Shares 77,948 Value ($000) $2,183 Avg Close — Range —
Q2 2019
Shares 76,626 Value ($000) $2,115 Avg Close — Range —
Q1 2019
Shares 70,602 Value ($000) $1,815 Avg Close — Range —
Q4 2018
Shares 60,914 Value ($000) $1,451 Avg Close — Range —
Q3 2018
Shares 48,647 Value ($000) $1,275 Avg Close — Range —
Q2 2018
Shares 45,231 Value ($000) $1,255 Avg Close — Range —
Q1 2018
Shares 29,769 Value ($000) $821 Avg Close — Range —
Q4 2017
Shares 39,109 Value ($000) $1,092 Avg Close — Range —
Q3 2017
Shares 17,658 Value ($000) $457 Avg Close — Range —