SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 7,590 Value ($000) $416 Avg Close Range
Q3 2025
Shares 8,176 Value ($000) $440 Avg Close Range
Q2 2025
Shares 7,981 Value ($000) $418 Avg Close Range
Q1 2025
Shares 7,391 Value ($000) $368 Avg Close Range
Q4 2024
Shares 7,386 Value ($000) $357 Avg Close Range
Q3 2024
Shares 7,164 Value ($000) $325 Avg Close Range
Q2 2024
Shares 7,370 Value ($000) $0 Avg Close Range
Q1 2024
Shares 7,364 Value ($000) $0 Avg Close Range
Q4 2023
Shares 7,459 Value ($000) $0 Avg Close Range
Q3 2023
Shares 7,352 Value ($000) $0 Avg Close Range
Q2 2023
Shares 7,822 Value ($000) $264 Avg Close Range
Q1 2023
Shares 7,665 Value ($000) $246 Avg Close Range
Q3 2022
Shares 8,101 Value ($000) $245 Avg Close Range
Q2 2022
Shares 7,429 Value ($000) $233 Avg Close Range
Q1 2022
Shares 8,903 Value ($000) $341 Avg Close Range
Q4 2021
Shares 6,412 Value ($000) $250 Avg Close Range
Q3 2021
Shares 6,823 Value ($000) $256 Avg Close Range
Q2 2021
Shares 3,868 Value ($000) $142 Avg Close Range
Q1 2021
Shares 2,860 Value ($000) $83 Avg Close Range
Q4 2020
Shares 2,860 Value ($000) $83 Avg Close Range
Q3 2020
Shares 3,859 Value ($000) $93 Avg Close Range
Q2 2020
Shares 5,356 Value ($000) $124 Avg Close Range
Q1 2020
Shares 5,701 Value ($000) $119 Avg Close Range
Q4 2019
Shares 6,181 Value ($000) $190 Avg Close Range
Q3 2019
Shares 6,181 Value ($000) $173 Avg Close Range
Q2 2019
Shares 6,181 Value ($000) $171 Avg Close Range
Q1 2019
Shares 833,091 Value ($000) $21,418 Avg Close Range
Q4 2018
Shares 828,147 Value ($000) $19,726 Avg Close Range