SELECT SECTOR SPDR TR

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

Meridian Financial Advisors, LLC's Holding History (CIK: 0002032629)

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

Q4 2025
Shares 24,015 Value ($000) $1,025 Avg Close — Range —
Q3 2025
Shares 11,051 Value ($000) $964 Avg Close — Range —
Q2 2025
Shares 10,407 Value ($000) $850 Avg Close — Range —
Q1 2025
Shares 9,781 Value ($000) $771 Avg Close — Range —
Q4 2024
Shares 10,039 Value ($000) $760 Avg Close — Range —
Q3 2024
Shares 9,148 Value ($000) $739 Avg Close — Range —
Q2 2024
Shares 8,704 Value ($000) $593 Avg Close — Range —
Q1 2024
Shares 8,053 Value ($000) $529 Avg Close — Range —
Q4 2023
Shares 8,000 Value ($000) $507 Avg Close — Range —
Q3 2023
Shares 4,800 Value ($000) $283 Avg Close — Range —
Q2 2023
Shares 4,600 Value ($000) $301 Avg Close — Range —
Q1 2023
Shares 4,400 Value ($000) $298 Avg Close — Range —
Q4 2022
Shares 3,700 Value ($000) $261 Avg Close — Range —
Q3 2022
Shares 3,700 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 3,700 Value ($000) $259 Avg Close — Range —
Q1 2022
Shares 3,700 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 3,700 Value ($000) $265 Avg Close — Range —