SELECT SECTOR SPDR TR

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

Focus Financial Network, Inc.'s Holding History (CIK: 0002010942)

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

Q4 2025
Shares 79,837 Value ($000) $3,408 Avg Close — Range —
Q3 2025
Shares 37,498 Value ($000) $3,270 Avg Close — Range —
Q2 2025
Shares 36,781 Value ($000) $3,004 Avg Close — Range —
Q1 2025
Shares 31,332 Value ($000) $2,471 Avg Close — Range —
Q4 2024
Shares 41,864 Value ($000) $3,169 Avg Close — Range —
Q3 2024
Shares 27,852 Value ($000) $2,250 Avg Close — Range —
Q2 2024
Shares 24,799 Value ($000) $1,739 Avg Close — Range —
Q1 2024
Shares 27,170 Value ($000) $1,751 Avg Close — Range —
Q3 2023
Shares 30,190 Value ($000) $1,779 Avg Close — Range —
Q2 2023
Shares 32,916 Value ($000) $2,154 Avg Close — Range —
Q1 2023
Shares 38,105 Value ($000) $2,579 Avg Close — Range —
Q4 2022
Shares 40,547 Value ($000) $2,859 Avg Close — Range —
Q3 2022
Shares 54,890 Value ($000) $3,596 Avg Close — Range —
Q2 2022
Shares 58,974 Value ($000) $4,136 Avg Close — Range —
Q1 2022
Shares 32,484 Value ($000) $2,419 Avg Close — Range —
Q4 2020
Shares 34,556 Value ($000) $2,167 Avg Close — Range —
Q3 2020
Shares 37,965 Value ($000) $2,254 Avg Close — Range —
Q2 2020
Shares 40,719 Value ($000) $2,298 Avg Close — Range —
Q1 2020
Shares 39,552 Value ($000) $2,192 Avg Close — Range —
Q4 2019
Shares 35,440 Value ($000) $2,290 Avg Close — Range —
Q3 2019
Shares 31,801 Value ($000) $2,059 Avg Close — Range —
Q2 2019
Shares 26,793 Value ($000) $1,598 Avg Close — Range —
Q1 2019
Shares 87,408 Value ($000) $5,084 Avg Close — Range —