SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 20,439 Value ($000) $1,119 Avg Close — Range —
Q3 2025
Shares 19,285 Value ($000) $1,039 Avg Close — Range —
Q2 2025
Shares 19,988 Value ($000) $1,047 Avg Close — Range —
Q1 2025
Shares 18,433 Value ($000) $918 Avg Close — Range —
Q4 2024
Shares 18,406 Value ($000) $890 Avg Close — Range —
Q3 2024
Shares 21,743 Value ($000) $985 Avg Close — Range —
Q2 2024
Shares 20,925 Value ($000) $860 Avg Close — Range —
Q1 2024
Shares 20,398 Value ($000) $859 Avg Close — Range —
Q4 2023
Shares 20,314 Value ($000) $764 Avg Close — Range —
Q3 2023
Shares 20,949 Value ($000) $695 Avg Close — Range —
Q2 2023
Shares 20,634 Value ($000) $696 Avg Close — Range —
Q1 2023
Shares 21,134 Value ($000) $679 Avg Close — Range —
Q4 2022
Shares 14,304 Value ($000) $489 Avg Close — Range —
Q3 2022
Shares 17,497 Value ($000) $531 Avg Close — Range —
Q2 2022
Shares 17,497 Value ($000) $550 Avg Close — Range —
Q1 2022
Shares 18,497 Value ($000) $709 Avg Close — Range —
Q4 2021
Shares 30,367 Value ($000) $1,186 Avg Close — Range —
Q3 2021
Shares 30,367 Value ($000) $1,140 Avg Close — Range —
Q2 2021
Shares 29,267 Value ($000) $1,074 Avg Close — Range —
Q1 2021
Shares 28,267 Value ($000) $962 Avg Close — Range —