SELECT SECTOR SPDR TR

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

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 42,440 Value ($000) $1,812 Avg Close — Range —
Q3 2025
Shares 21,174 Value ($000) $1,847 Avg Close — Range —
Q2 2025
Shares 20,846 Value ($000) $1,702 Avg Close — Range —
Q1 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 1 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 1 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 5,275 Value ($000) $298 Avg Close — Range —
Q2 2019
Shares 16,971 Value ($000) $1,012 Avg Close — Range —
Q4 2018
Shares 22,785 Value ($000) $1,206 Avg Close — Range —
Q3 2018
Shares 13,271 Value ($000) $699 Avg Close — Range —
Q2 2018
Shares 5,683 Value ($000) $296 Avg Close — Range —
Q1 2018
Shares 5,470 Value ($000) $277 Avg Close — Range —
Q4 2017
Shares 4,964 Value ($000) $262 Avg Close — Range —
Q3 2017
Shares 4,930 Value ($000) $262 Avg Close — Range —
Q2 2017
Shares 5,251 Value ($000) $273 Avg Close — Range —
Q1 2017
Shares 18,914 Value ($000) $971 Avg Close — Range —
Q4 2016
Shares 21,896 Value ($000) $1,064 Avg Close — Range —
Q3 2016
Shares 34,880 Value ($000) $1,709 Avg Close — Range —
Q2 2016
Shares 52,765 Value ($000) $2,769 Avg Close — Range —
Q1 2016
Shares 58,600 Value ($000) $2,908 Avg Close — Range —
Q4 2015
Shares 16,312 Value ($000) $706 Avg Close — Range —
Q3 2015
Shares 15,974 Value ($000) $692 Avg Close — Range —
Q2 2015
Shares 1,242 Value ($000) $52 Avg Close — Range —
Q1 2015
Shares 45,408 Value ($000) $2,018 Avg Close — Range —
Q4 2014
Shares 50,743 Value ($000) $2,397 Avg Close — Range —
Q3 2014
Shares 240 Value ($000) $11 Avg Close — Range —
Q2 2014
Shares 42,574 Value ($000) $1,885 Avg Close — Range —
Q1 2014
Shares 48,329 Value ($000) $2,004 Avg Close — Range —
Q4 2013
Shares 2,330 Value ($000) $89 Avg Close — Range —
Q3 2013
Shares 1,443 Value ($000) $54 Avg Close — Range —
Q2 2013
Shares 1,680 Value ($000) $64 Avg Close — Range —