SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 27,766 Value ($000) $1,521 Avg Close — Range —
Q3 2025
Shares 115,406 Value ($000) $6,217 Avg Close — Range —
Q2 2025
Shares 136,100 Value ($000) $7,128 Avg Close — Range —
Q1 2025
Shares 172,803 Value ($000) $8,607 Avg Close — Range —
Q4 2024
Shares 898,126 Value ($000) $43,406 Avg Close — Range —
Q3 2024
Shares 799,682 Value ($000) $36,242 Avg Close — Range —
Q2 2024
Shares 1,147,841 Value ($000) $47,188 Avg Close — Range —
Q1 2024
Shares 1,113,260 Value ($000) $46,891 Avg Close — Range —
Q4 2023
Shares 1,021,990 Value ($000) $39,674 Avg Close — Range —
Q3 2023
Shares 59,612 Value ($000) $1,977 Avg Close — Range —
Q2 2023
Shares 24,754 Value ($000) $834 Avg Close — Range —
Q1 2023
Shares 30,863 Value ($000) $992 Avg Close — Range —
Q4 2022
Shares 41,222 Value ($000) $1,410 Avg Close — Range —
Q3 2022
Shares 39,884 Value ($000) $1,211 Avg Close — Range —
Q2 2022
Shares 23,255 Value ($000) $737 Avg Close — Range —
Q1 2022
Shares 238,717 Value ($000) $8,806 Avg Close — Range —
Q4 2021
Shares 115,738 Value ($000) $4,794 Avg Close — Range —
Q3 2021
Shares 71,934 Value ($000) $2,774 Avg Close — Range —
Q2 2021
Shares 37,718 Value ($000) $1,385 Avg Close — Range —
Q1 2021
Shares 15,168 Value ($000) $528 Avg Close — Range —
Q4 2019
Shares 119,866 Value ($000) $3,683 Avg Close — Range —
Q1 2019
Shares 1,439,496 Value ($000) $37,009 Avg Close — Range —
Q4 2018
Shares 138,632 Value ($000) $3,617 Avg Close — Range —