SELECT SECTOR SPDR TR

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

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q3 2024
Shares 76,225 Value ($000) $3,293 Avg Close — Range —
Q2 2024
Shares 72,557 Value ($000) $2,939 Avg Close — Range —
Q1 2024
Shares 73,106 Value ($000) $2,613 Avg Close — Range —
Q4 2023
Shares 72,848 Value ($000) $2,918 Avg Close — Range —