SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q2 2025
Shares 11,939 Value ($000) $967 Avg Close — Range —
Q1 2025
Shares 14,312 Value ($000) $1,169 Avg Close — Range —
Q4 2024
Shares 14,530 Value ($000) $1,142 Avg Close — Range —
Q3 2024
Shares 11,105 Value ($000) $922 Avg Close — Range —
Q2 2024
Shares 10,792 Value ($000) $826 Avg Close — Range —
Q1 2024
Shares 11,035 Value ($000) $843 Avg Close — Range —
Q4 2023
Shares 13,101 Value ($000) $944 Avg Close — Range —
Q4 2022
Shares 21,937 Value ($000) $1,635 Avg Close — Range —
Q1 2022
Shares 18,477 Value ($000) $1,402 Avg Close — Range —
Q4 2021
Shares 17,716 Value ($000) $1,366 Avg Close — Range —
Q3 2021
Shares 18,774 Value ($000) $1,292 Avg Close — Range —
Q2 2021
Shares 14,805 Value ($000) $1,036 Avg Close — Range —
Q1 2021
Shares 16,586 Value ($000) $1,133 Avg Close — Range —
Q4 2020
Shares 17,810 Value ($000) $1,201 Avg Close — Range —
Q3 2020
Shares 17,580 Value ($000) $1 Avg Close — Range —
Q4 2019
Shares 20,614 Value ($000) $1,298 Avg Close — Range —
Q3 2019
Shares 21,658 Value ($000) $1,330 Avg Close — Range —