SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 151 Value ($000) $23 Avg Close — Range —
Q2 2023
Shares 5,125 Value ($000) $550 Avg Close — Range —