SELECT SECTOR SPDR TR

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

Strategic Financial Concepts, LLC's Holding History (CIK: 0001870686)

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

Q3 2025
Shares 5,616 Value ($000) $490 Avg Close — Range —
Q2 2025
Shares 7,747 Value ($000) $633 Avg Close — Range —
Q1 2025
Shares 7,190 Value ($000) $567 Avg Close — Range —
Q4 2024
Shares 6,902 Value ($000) $522 Avg Close — Range —
Q3 2024
Shares 4,853 Value ($000) $392 Avg Close — Range —
Q2 2024
Shares 311,260 Value ($000) $86 Avg Close — Range —
Q1 2024
Shares 5,752 Value ($000) $378 Avg Close — Range —
Q3 2023
Shares 5,329 Value ($000) $314 Avg Close — Range —
Q2 2023
Shares 3,153 Value ($000) $206 Avg Close — Range —
Q1 2023
Shares 6,031 Value ($000) $408 Avg Close — Range —