SELECT SECTOR SPDR TR

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

Merit Financial Group, LLC's Holding History (CIK: 0001621225)

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

Q4 2025
Shares 59,005 Value ($000) $2,519 Avg Close Range
Q3 2025
Shares 20,755 Value ($000) $1,810 Avg Close Range
Q2 2025
Shares 20,118 Value ($000) $1,643 Avg Close Range
Q1 2025
Shares 19,133 Value ($000) $1,509 Avg Close Range
Q4 2024
Shares 19,004 Value ($000) $1,438 Avg Close Range
Q3 2024
Shares 13,001 Value ($000) $1,050 Avg Close Range
Q2 2024
Shares 13,130 Value ($000) $895 Avg Close Range
Q1 2024
Shares 13,362 Value ($000) $914 Avg Close Range
Q4 2023
Shares 14,188 Value ($000) $899 Avg Close Range
Q3 2023
Shares 17,246 Value ($000) $1,016 Avg Close Range
Q2 2023
Shares 34,039 Value ($000) $2,228 Avg Close Range
Q1 2023
Shares 50,833 Value ($000) $3,441 Avg Close Range
Q4 2022
Shares 61,982 Value ($000) $4,370 Avg Close Range
Q3 2022
Shares 55,510 Value ($000) $3,636 Avg Close Range
Q2 2022
Shares 10,646 Value ($000) $747 Avg Close Range
Q1 2022
Shares 7,023 Value ($000) $523 Avg Close Range
Q4 2021
Shares 3,641 Value ($000) $261 Avg Close Range
Q3 2021
Shares 3,616 Value ($000) $231 Avg Close Range
Q2 2021
Shares 3,547 Value ($000) $224 Avg Close Range
Q4 2019
Shares 3,758 Value ($000) $243 Avg Close Range