SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,647 Value ($000) $255 Avg Close — Range —
Q3 2021
Shares 1,583 Value ($000) $155 Avg Close — Range —
Q2 2021
Shares 729 Value ($000) $75 Avg Close — Range —
Q1 2021
Shares 383 Value ($000) $32 Avg Close — Range —
Q4 2020
Shares 383 Value ($000) $32 Avg Close — Range —
Q3 2020
Shares 381 Value ($000) $29 Avg Close — Range —
Q2 2020
Shares 380 Value ($000) $26 Avg Close — Range —
Q1 2020
Shares 378 Value ($000) $22 Avg Close — Range —
Q4 2019
Shares 376 Value ($000) $31 Avg Close — Range —
Q3 2019
Shares 373 Value ($000) $29 Avg Close — Range —
Q2 2019
Shares 371 Value ($000) $29 Avg Close — Range —
Q1 2019
Shares 370 Value ($000) $27 Avg Close — Range —
Q4 2018
Shares 368 Value ($000) $23 Avg Close — Range —