SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 26,438 Value ($000) $1,448 Avg Close Range
Q3 2025
Shares 26,438 Value ($000) $1,424 Avg Close Range
Q2 2025
Shares 26,438 Value ($000) $1,385 Avg Close Range
Q1 2025
Shares 26,438 Value ($000) $1,317 Avg Close Range
Q4 2024
Shares 26,438 Value ($000) $1,278 Avg Close Range
Q3 2024
Shares 26,438 Value ($000) $1,198 Avg Close Range
Q2 2024
Shares 26,988 Value ($000) $1,109 Avg Close Range
Q1 2024
Shares 26,988 Value ($000) $1,137 Avg Close Range
Q4 2023
Shares 26,988 Value ($000) $1,015 Avg Close Range
Q3 2023
Shares 24,988 Value ($000) $829 Avg Close Range
Q2 2023
Shares 25,940 Value ($000) $874 Avg Close Range
Q1 2023
Shares 25,940 Value ($000) $834 Avg Close Range
Q4 2022
Shares 23,372 Value ($000) $799 Avg Close Range
Q3 2022
Shares 23,372 Value ($000) $710 Avg Close Range
Q2 2022
Shares 23,372 Value ($000) $735 Avg Close Range
Q1 2022
Shares 23,372 Value ($000) $896 Avg Close Range
Q4 2021
Shares 17,022 Value ($000) $665 Avg Close Range
Q3 2021
Shares 17,137 Value ($000) $643 Avg Close Range
Q2 2021
Shares 17,034 Value ($000) $625 Avg Close Range
Q1 2021
Shares 16,721 Value ($000) $569 Avg Close Range
Q4 2020
Shares 16,174 Value ($000) $476 Avg Close Range
Q3 2020
Shares 16,121 Value ($000) $388 Avg Close Range
Q2 2020
Shares 16,121 Value ($000) $373 Avg Close Range
Q1 2020
Shares 16,121 Value ($000) $335 Avg Close Range
Q4 2019
Shares 16,121 Value ($000) $496 Avg Close Range
Q3 2019
Shares 15,651 Value ($000) $438 Avg Close Range
Q2 2019
Shares 15,651 Value ($000) $431 Avg Close Range
Q1 2019
Shares 15,651 Value ($000) $402 Avg Close Range
Q4 2018
Shares 15,651 Value ($000) $372 Avg Close Range