SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 8,064 Value ($000) $442 Avg Close Range
Q3 2025
Shares 8,064 Value ($000) $434 Avg Close Range
Q2 2025
Shares 7,603 Value ($000) $398 Avg Close Range
Q1 2025
Shares 7,562 Value ($000) $377 Avg Close Range
Q4 2024
Shares 7,562 Value ($000) $365 Avg Close Range
Q3 2024
Shares 7,023 Value ($000) $318 Avg Close Range
Q2 2024
Shares 7,623 Value ($000) $313 Avg Close Range
Q1 2024
Shares 7,749 Value ($000) $326 Avg Close Range
Q4 2023
Shares 8,149 Value ($000) $306 Avg Close Range
Q3 2023
Shares 8,495 Value ($000) $282 Avg Close Range
Q2 2023
Shares 8,495 Value ($000) $286 Avg Close Range
Q1 2023
Shares 8,495 Value ($000) $273 Avg Close Range
Q4 2022
Shares 8,656 Value ($000) $296 Avg Close Range
Q3 2022
Shares 9,180 Value ($000) $279 Avg Close Range
Q2 2022
Shares 9,680 Value ($000) $304 Avg Close Range
Q1 2022
Shares 9,782 Value ($000) $375 Avg Close Range
Q4 2021
Shares 10,656 Value ($000) $416 Avg Close Range
Q3 2021
Shares 9,400 Value ($000) $353 Avg Close Range
Q2 2021
Shares 9,400 Value ($000) $345 Avg Close Range
Q1 2021
Shares 9,400 Value ($000) $320 Avg Close Range
Q4 2020
Shares 9,850 Value ($000) $290 Avg Close Range
Q3 2020
Shares 9,850 Value ($000) $237 Avg Close Range
Q2 2020
Shares 10,865 Value ($000) $251 Avg Close Range
Q1 2020
Shares 10,339 Value ($000) $215 Avg Close Range
Q4 2019
Shares 10,339 Value ($000) $318 Avg Close Range