SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 2,078,231 Value ($000) $322,375 Avg Close — Range —
Q3 2025
Shares 2,074,413 Value ($000) $319,937 Avg Close — Range —
Q2 2025
Shares 226,795 Value ($000) $33,457 Avg Close — Range —
Q1 2025
Shares 88,339 Value ($000) $11,579 Avg Close — Range —
Q4 2024
Shares 71,944 Value ($000) $11,674 Avg Close — Range —
Q3 2024
Shares 43,282 Value ($000) $5,862 Avg Close — Range —
Q2 2024
Shares 56,655 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 10,469 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 7,158 Value ($000) $1 Avg Close — Range —