SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

Kaizen Financial Strategies's Holding History (CIK: 0001842013)

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

Q4 2025
Shares 21,917 Value ($000) $884 Avg Close Range
Q3 2025
Shares 18,498 Value ($000) $753 Avg Close Range
Q2 2025
Shares 19,118 Value ($000) $792 Avg Close Range
Q1 2025
Shares 19,508 Value ($000) $816 Avg Close Range
Q4 2024
Shares 18,286 Value ($000) $744 Avg Close Range
Q3 2024
Shares 18,410 Value ($000) $822 Avg Close Range
Q2 2024
Shares 13,590 Value ($000) $561 Avg Close Range
Q1 2024
Shares 12,673 Value ($000) $501 Avg Close Range
Q4 2023
Shares 5,810 Value ($000) $233 Avg Close Range
Q3 2023
Shares 7,575 Value ($000) $258 Avg Close Range
Q4 2022
Shares 5,479 Value ($000) $217 Avg Close Range
Q3 2022
Shares 6,653 Value ($000) $240 Avg Close Range
Q2 2022
Shares 8,692 Value ($000) $355 Avg Close Range
Q1 2022
Shares 8,385 Value ($000) $405 Avg Close Range
Q4 2021
Shares 24,329 Value ($000) $1,260 Avg Close Range
Q3 2021
Shares 21,666 Value ($000) $963 Avg Close Range