SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 23,046 Value ($000) $1,262 Avg Close — Range —
Q3 2025
Shares 23,403 Value ($000) $1,261 Avg Close — Range —
Q2 2025
Shares 16,184 Value ($000) $848 Avg Close — Range —
Q1 2025
Shares 16,118 Value ($000) $803 Avg Close — Range —
Q1 2024
Shares 4,783 Value ($000) $201 Avg Close — Range —
Q3 2023
Shares 13,852 Value ($000) $459 Avg Close — Range —
Q2 2023
Shares 14,459 Value ($000) $487 Avg Close — Range —
Q1 2023
Shares 13,469 Value ($000) $433 Avg Close — Range —
Q4 2022
Shares 12,016 Value ($000) $411 Avg Close — Range —