SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 542,114 Value ($000) $29,692 Avg Close — Range —
Q3 2025
Shares 563,548 Value ($000) $30,358 Avg Close — Range —
Q2 2025
Shares 668,736 Value ($000) $34,940 Avg Close — Range —
Q1 2025
Shares 821,721 Value ($000) $40,930 Avg Close — Range —
Q4 2024
Shares 758,127 Value ($000) $36,640 Avg Close — Range —
Q3 2024
Shares 725,195 Value ($000) $32,866 Avg Close — Range —
Q2 2024
Shares 761,062 Value ($000) $31,243 Avg Close — Range —
Q1 2024
Shares 855,907 Value ($000) $81,747 Avg Close — Range —
Q4 2023
Shares 851,212 Value ($000) $32,286 Avg Close — Range —
Q3 2023
Shares 591,942 Value ($000) $19,635 Avg Close — Range —
Q2 2023
Shares 479,335 Value ($000) $16,158 Avg Close — Range —
Q1 2023
Shares 420,553 Value ($000) $13,521 Avg Close — Range —
Q4 2022
Shares 343,899 Value ($000) $12 Avg Close — Range —
Q3 2022
Shares 378,329 Value ($000) $11,486 Avg Close — Range —
Q2 2022
Shares 457,303 Value ($000) $14,382 Avg Close — Range —
Q1 2022
Shares 612,860 Value ($000) $23,093 Avg Close — Range —
Q4 2021
Shares 734,557 Value ($000) $28,787 Avg Close — Range —
Q3 2021
Shares 689,929 Value ($000) $25,893 Avg Close — Range —
Q2 2021
Shares 811,343 Value ($000) $29,849 Avg Close — Range —
Q1 2021
Shares 579,050 Value ($000) $19,612 Avg Close — Range —