SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Strategic Financial Partners, Ltd.'s Holding History (CIK: 0002027921)

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

Q3 2025
Shares 70,701 Value ($000) $3,809 Avg Close — Range —
Q2 2025
Shares 70,288 Value ($000) $3,681 Avg Close — Range —
Q1 2025
Shares 53,326 Value ($000) $2,656 Avg Close — Range —
Q3 2024
Shares 71,435 Value ($000) $3,237 Avg Close — Range —
Q2 2024
Shares 68,765 Value ($000) $2,827 Avg Close — Range —
Q3 2023
Shares 72,464 Value ($000) $2,404 Avg Close — Range —
Q2 2023
Shares 72,323 Value ($000) $2,438 Avg Close — Range —
Q1 2023
Shares 55,823 Value ($000) $1,795 Avg Close — Range —
Q4 2022
Shares 50,365 Value ($000) $2 Avg Close — Range —