SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 1,332 Value ($000) $72 Avg Close — Range —
Q2 2025
Shares 1,312 Value ($000) $69 Avg Close — Range —
Q1 2025
Shares 1,009 Value ($000) $50 Avg Close — Range —
Q4 2024
Shares 1,043 Value ($000) $50 Avg Close — Range —
Q3 2024
Shares 924 Value ($000) $42 Avg Close — Range —
Q2 2024
Shares 290 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 1,766 Value ($000) $74 Avg Close — Range —
Q4 2023
Shares 1,766 Value ($000) $66 Avg Close — Range —
Q3 2023
Shares 1,276 Value ($000) $42 Avg Close — Range —
Q2 2023
Shares 1,568 Value ($000) $53 Avg Close — Range —
Q4 2022
Shares 50 Value ($000) $2 Avg Close — Range —