SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

WT Wealth Management's Holding History (CIK: 0001780507)

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

Q4 2025
Shares 115,830 Value ($000) $6,344 Avg Close Range
Q3 2025
Shares 127,917 Value ($000) $6,891 Avg Close Range
Q2 2025
Shares 130,722 Value ($000) $6,846 Avg Close Range
Q1 2025
Shares 153,891 Value ($000) $7,665 Avg Close Range
Q4 2024
Shares 86,268 Value ($000) $4,169 Avg Close Range
Q3 2024
Shares 84,104 Value ($000) $4,005 Avg Close Range
Q2 2024
Shares 88,540 Value ($000) $3,640 Avg Close Range
Q1 2024
Shares 90,439 Value ($000) $3,809 Avg Close Range
Q4 2023
Shares 87,724 Value ($000) $3,298 Avg Close Range
Q2 2022
Shares 71,092 Value ($000) $2,236 Avg Close Range
Q1 2022
Shares 69,737 Value ($000) $2,672 Avg Close Range
Q4 2021
Shares 72,397 Value ($000) $2,827 Avg Close Range
Q3 2021
Shares 48,862 Value ($000) $1,834 Avg Close Range
Q2 2021
Shares 38,427 Value ($000) $1,410 Avg Close Range
Q1 2021
Shares 21,178 Value ($000) $721 Avg Close Range
Q4 2019
Shares 25,339 Value ($000) $779 Avg Close Range
Q3 2019
Shares 23,680 Value ($000) $663 Avg Close Range