SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 144 Value ($000) $8 Avg Close Range
Q3 2025
Shares 144 Value ($000) $8 Avg Close Range
Q2 2025
Shares 85,405 Value ($000) $4,473 Avg Close Range
Q1 2025
Shares 109,119 Value ($000) $5,435 Avg Close Range
Q4 2024
Shares 115,807 Value ($000) $5,597 Avg Close Range
Q3 2024
Shares 45,181 Value ($000) $2,048 Avg Close Range
Q2 2024
Shares 87,844 Value ($000) $3,611 Avg Close Range
Q1 2024
Shares 144 Value ($000) $6 Avg Close Range
Q4 2023
Shares 288 Value ($000) $11 Avg Close Range
Q3 2023
Shares 144 Value ($000) $5 Avg Close Range
Q3 2020
Shares 143 Value ($000) $3 Avg Close Range