SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

EHRLICH FINANCIAL GROUP's Holding History (CIK: 0002010632)

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

Q3 2025
Shares 9,229 Value ($000) $497 Avg Close — Range —
Q2 2025
Shares 9,292 Value ($000) $487 Avg Close — Range —
Q1 2025
Shares 25,288 Value ($000) $1,260 Avg Close — Range —
Q4 2024
Shares 6,573 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 5,557 Value ($000) $252 Avg Close — Range —
Q2 2024
Shares 5,961 Value ($000) $245 Avg Close — Range —
Q1 2024
Shares 9,602 Value ($000) $404 Avg Close — Range —
Q4 2023
Shares 8,014 Value ($000) $301 Avg Close — Range —