SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 184,319 Value ($000) $10,095 Avg Close Range
Q3 2025
Shares 181,066 Value ($000) $9,754 Avg Close Range
Q2 2025
Shares 80,338 Value ($000) $4,207 Avg Close Range
Q1 2025
Shares 78,525 Value ($000) $3,911 Avg Close Range
Q4 2024
Shares 83,477 Value ($000) $4,034 Avg Close Range
Q3 2024
Shares 92,508 Value ($000) $4,191 Avg Close Range
Q2 2024
Shares 19,424 Value ($000) $799 Avg Close Range
Q1 2024
Shares 18,196 Value ($000) $766 Avg Close Range
Q4 2023
Shares 24,501 Value ($000) $921 Avg Close Range
Q3 2023
Shares 11,572 Value ($000) $384 Avg Close Range