SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 9,177 Value ($000) $503 Avg Close — Range —
Q3 2025
Shares 12,391 Value ($000) $668 Avg Close — Range —
Q2 2025
Shares 12,391 Value ($000) $649 Avg Close — Range —
Q1 2025
Shares 12,391 Value ($000) $617 Avg Close — Range —
Q4 2024
Shares 12,791 Value ($000) $618 Avg Close — Range —
Q3 2024
Shares 12,948 Value ($000) $584 Avg Close — Range —
Q2 2024
Shares 12,972 Value ($000) $556 Avg Close — Range —
Q1 2024
Shares 12,972 Value ($000) $517 Avg Close — Range —
Q4 2023
Shares 13,818 Value ($000) $520 Avg Close — Range —