SELECT SECTOR SPDR TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 2,180 Value ($000) $190 Avg Close — Range —
Q2 2025
Shares 2,365 Value ($000) $193 Avg Close — Range —
Q1 2025
Shares 2,101 Value ($000) $166 Avg Close — Range —
Q4 2024
Shares 2,086 Value ($000) $158 Avg Close — Range —
Q3 2024
Shares 2,069 Value ($000) $167 Avg Close — Range —
Q2 2024
Shares 2,055 Value ($000) $140 Avg Close — Range —
Q1 2024
Shares 2,470 Value ($000) $162 Avg Close — Range —
Q4 2023
Shares 2,450 Value ($000) $155 Avg Close — Range —
Q3 2023
Shares 3,157 Value ($000) $186 Avg Close — Range —
Q2 2023
Shares 3,692 Value ($000) $242 Avg Close — Range —
Q4 2022
Shares 3,101 Value ($000) $219 Avg Close — Range —