SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q2 2025
Shares 9,723 Value ($000) $509 Avg Close — Range —
Q1 2025
Shares 9,723 Value ($000) $484 Avg Close — Range —
Q4 2024
Shares 9,723 Value ($000) $470 Avg Close — Range —
Q3 2024
Shares 9,723 Value ($000) $441 Avg Close — Range —
Q2 2024
Shares 9,723 Value ($000) $400 Avg Close — Range —
Q1 2024
Shares 10,223 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 11,722 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 12,563 Value ($000) $417 Avg Close — Range —
Q2 2023
Shares 12,563 Value ($000) $423 Avg Close — Range —
Q1 2023
Shares 39,134 Value ($000) $1,258 Avg Close — Range —
Q4 2022
Shares 39,227 Value ($000) $1,342 Avg Close — Range —
Q3 2022
Shares 16,691 Value ($000) $507 Avg Close — Range —
Q2 2022
Shares 14,896 Value ($000) $468 Avg Close — Range —
Q1 2022
Shares 35,132 Value ($000) $1,346 Avg Close — Range —
Q4 2021
Shares 37,999 Value ($000) $1,483 Avg Close — Range —