SELECT SECTOR SPDR TR

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

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 218,655 Value ($000) $9,334 Avg Close — Range —
Q3 2025
Shares 104,715 Value ($000) $9,132 Avg Close — Range —
Q2 2025
Shares 110,353 Value ($000) $9,011 Avg Close — Range —
Q1 2025
Shares 115,123 Value ($000) $9,077 Avg Close — Range —
Q4 2024
Shares 108,403 Value ($000) $8,205 Avg Close — Range —
Q3 2024
Shares 102,586 Value ($000) $8,287 Avg Close — Range —
Q2 2024
Shares 105,078 Value ($000) $7,160 Avg Close — Range —
Q1 2024
Shares 101,309 Value ($000) $6,651 Avg Close — Range —
Q4 2023
Shares 103,795 Value ($000) $6,573 Avg Close — Range —
Q3 2023
Shares 105,357 Value ($000) $6,209 Avg Close — Range —
Q2 2023
Shares 102,519 Value ($000) $6,709 Avg Close — Range —
Q1 2023
Shares 64,189 Value ($000) $4,345 Avg Close — Range —
Q4 2022
Shares 61,887 Value ($000) $4,363 Avg Close — Range —
Q3 2022
Shares 61,727 Value ($000) $4,044 Avg Close — Range —