SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025
Shares 130,005 Value ($000) $7,120 Avg Close — Range —
Q3 2025
Shares 135,889 Value ($000) $7,320 Avg Close — Range —
Q2 2025
Shares 210,972 Value ($000) $11,049 Avg Close — Range —
Q1 2025
Shares 209,352 Value ($000) $10,428 Avg Close — Range —
Q4 2024
Shares 219,536 Value ($000) $10,610 Avg Close — Range —
Q3 2024
Shares 254,426 Value ($000) $11,531 Avg Close — Range —
Q2 2024
Shares 227,397 Value ($000) $9,348 Avg Close — Range —
Q1 2024
Shares 174,502 Value ($000) $7,350 Avg Close — Range —
Q4 2023
Shares 185,163 Value ($000) $6,962 Avg Close — Range —
Q3 2023
Shares 97,374 Value ($000) $3,230 Avg Close — Range —
Q2 2023
Shares 106,946 Value ($000) $3,605 Avg Close — Range —
Q1 2023
Shares 116,372 Value ($000) $3,741 Avg Close — Range —
Q4 2022
Shares 126,235 Value ($000) $4,317 Avg Close — Range —
Q3 2022
Shares 155,339 Value ($000) $5 Avg Close — Range —
Q2 2022
Shares 162,281 Value ($000) $5 Avg Close — Range —
Q1 2022
Shares 320,852 Value ($000) $12 Avg Close — Range —
Q4 2021
Shares 74,024 Value ($000) $3 Avg Close — Range —
Q3 2021
Shares 45,543 Value ($000) $2 Avg Close — Range —
Q2 2021
Shares 31,674 Value ($000) $1 Avg Close — Range —
Q1 2021
Shares 19,076 Value ($000) $1 Avg Close — Range —
Q1 2020
Shares 19,186 Value ($000) $400 Avg Close — Range —
Q4 2019
Shares 18,889 Value ($000) $581 Avg Close — Range —
Q3 2019
Shares 17,124 Value ($000) $480 Avg Close — Range —
Q2 2019
Shares 15,980 Value ($000) $441 Avg Close — Range —
Q4 2018
Shares 12,038 Value ($000) $287 Avg Close — Range —