SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

PETERSON WEALTH MANAGEMENT's Holding History (CIK: 0001785144)

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

Q4 2025
Shares 23,746 Value ($000) $1,301 Avg Close — Range —
Q3 2025
Shares 82,489 Value ($000) $4,444 Avg Close — Range —
Q2 2025
Shares 99,158 Value ($000) $5,193 Avg Close — Range —
Q1 2025
Shares 13,682 Value ($000) $682 Avg Close — Range —
Q4 2024
Shares 12,645 Value ($000) $611 Avg Close — Range —
Q3 2024
Shares 12,707 Value ($000) $576 Avg Close — Range —
Q2 2024
Shares 12,826 Value ($000) $527 Avg Close — Range —
Q1 2024
Shares 14,730 Value ($000) $620 Avg Close — Range —
Q4 2023
Shares 14,966 Value ($000) $563 Avg Close — Range —
Q3 2023
Shares 29,774 Value ($000) $988 Avg Close — Range —
Q2 2023
Shares 41,668 Value ($000) $1,405 Avg Close — Range —
Q1 2023
Shares 45,521 Value ($000) $1,464 Avg Close — Range —
Q4 2022
Shares 45,761 Value ($000) $1,565 Avg Close — Range —
Q3 2022
Shares 46,523 Value ($000) $1,412 Avg Close — Range —
Q2 2022
Shares 41,388 Value ($000) $1,302 Avg Close — Range —
Q1 2022
Shares 44,512 Value ($000) $1,706 Avg Close — Range —