SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 1,688 Value ($000) $91 Avg Close — Range —
Q4 2020
Shares 92,726 Value ($000) $2,734 Avg Close — Range —
Q3 2020
Shares 90,232 Value ($000) $2,172 Avg Close — Range —
Q2 2020
Shares 90,183 Value ($000) $2,087 Avg Close — Range —
Q1 2020
Shares 92,891 Value ($000) $1,934 Avg Close — Range —
Q4 2019
Shares 283,268 Value ($000) $8,719 Avg Close — Range —