SELECT SECTOR SPDR TR

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

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 9,305 Value ($000) $397 Avg Close — Range —
Q2 2022
Shares 585 Value ($000) $41,026 Avg Close — Range —
Q1 2022
Shares 615 Value ($000) $45,793 Avg Close — Range —
Q4 2021
Shares 615 Value ($000) $44,022 Avg Close — Range —
Q3 2021
Shares 615 Value ($000) $39,286 Avg Close — Range —
Q2 2021
Shares 615 Value ($000) $38,886 Avg Close — Range —
Q1 2021
Shares 635 Value ($000) $40,665 Avg Close — Range —
Q4 2020
Shares 335 Value ($000) $21,005 Avg Close — Range —
Q3 2020
Shares 335 Value ($000) $19,892 Avg Close — Range —