SELECT SECTOR SPDR TR

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

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q2 2025
Shares 2,606 Value ($000) $211 Avg Close — Range —
Q1 2025
Shares 2,806 Value ($000) $229 Avg Close — Range —
Q4 2024
Shares 2,864 Value ($000) $225 Avg Close — Range —
Q3 2024
Shares 2,999 Value ($000) $249 Avg Close — Range —
Q4 2023
Shares 2,778 Value ($000) $200 Avg Close — Range —
Q2 2023
Shares 2,751 Value ($000) $204 Avg Close — Range —
Q4 2021
Shares 2,622 Value ($000) $202 Avg Close — Range —
Q2 2021
Shares 4,222 Value ($000) $295 Avg Close — Range —
Q1 2021
Shares 4,222 Value ($000) $288 Avg Close — Range —
Q4 2020
Shares 4,247 Value ($000) $286 Avg Close — Range —
Q3 2020
Shares 4,194 Value ($000) $269 Avg Close — Range —
Q2 2020
Shares 4,119 Value ($000) $242 Avg Close — Range —
Q1 2020
Shares 4,519 Value ($000) $246 Avg Close — Range —
Q4 2019
Shares 2,482 Value ($000) $156 Avg Close — Range —