SELECT SECTOR SPDR TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 209 Value ($000) $8 Avg Close Range
Q3 2025
Shares 207 Value ($000) $9 Avg Close Range
Q2 2025
Shares 206 Value ($000) $9 Avg Close Range
Q1 2025
Shares 204 Value ($000) $9 Avg Close Range
Q4 2024
Shares 203 Value ($000) $8 Avg Close Range
Q3 2024
Shares 200 Value ($000) $9 Avg Close Range
Q2 2024
Shares 199 Value ($000) $8 Avg Close Range
Q1 2024
Shares 422 Value ($000) $17 Avg Close Range
Q4 2023
Shares 421 Value ($000) $17 Avg Close Range
Q3 2023
Shares 419 Value ($000) $14 Avg Close Range
Q2 2023
Shares 417 Value ($000) $16 Avg Close Range
Q1 2023
Shares 415 Value ($000) $16 Avg Close Range
Q4 2022
Shares 414 Value ($000) $15 Avg Close Range
Q3 2022
Shares 412 Value ($000) $15 Avg Close Range
Q2 2022
Shares 410 Value ($000) $17 Avg Close Range
Q1 2022
Shares 409 Value ($000) $20 Avg Close Range
Q4 2021
Shares 408 Value ($000) $21 Avg Close Range
Q3 2021
Shares 406 Value ($000) $18 Avg Close Range