SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 17,124 Value ($000) $938 Avg Close — Range —
Q3 2025
Shares 17,512 Value ($000) $943 Avg Close — Range —
Q2 2025
Shares 16,514 Value ($000) $865 Avg Close — Range —
Q1 2025
Shares 16,662 Value ($000) $830 Avg Close — Range —
Q4 2024
Shares 16,554 Value ($000) $800 Avg Close — Range —
Q3 2024
Shares 16,934 Value ($000) $767 Avg Close — Range —
Q2 2024
Shares 25,482 Value ($000) $1,048 Avg Close — Range —
Q1 2024
Shares 16,522 Value ($000) $696 Avg Close — Range —
Q4 2023
Shares 20,590 Value ($000) $774 Avg Close — Range —
Q3 2023
Shares 21,659 Value ($000) $718 Avg Close — Range —
Q2 2023
Shares 20,329 Value ($000) $685 Avg Close — Range —
Q1 2023
Shares 26,205 Value ($000) $842 Avg Close — Range —
Q4 2022
Shares 19,836 Value ($000) $678 Avg Close — Range —
Q3 2022
Shares 27,770 Value ($000) $1 Avg Close — Range —