SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holding History (CIK: 0001109767)

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

Q4 2025
Shares 17,875 Value ($000) $763 Avg Close — Range —
Q3 2025
Shares 4,982 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 4,366 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 3,980 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 4,204 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 3,900 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 3,523 Value ($000) $223 Avg Close — Range —
Q3 2023
Shares 4,757 Value ($000) $280 Avg Close — Range —
Q2 2023
Shares 4,170 Value ($000) $273 Avg Close — Range —
Q1 2023
Shares 4,097 Value ($000) $277 Avg Close — Range —
Q4 2022
Shares 4,362 Value ($000) $308 Avg Close — Range —
Q3 2022
Shares 4,356 Value ($000) $285 Avg Close — Range —
Q2 2022
Shares 3,939 Value ($000) $276 Avg Close — Range —
Q1 2022
Shares 3,435 Value ($000) $256 Avg Close — Range —
Q4 2021
Shares 3,916 Value ($000) $280 Avg Close — Range —
Q3 2021
Shares 3,251 Value ($000) $208 Avg Close — Range —