SELECT SECTOR SPDR TR

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

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 71,053 Value ($000) $5,519 Avg Close Range
Q3 2025
Shares 68,035 Value ($000) $5,332 Avg Close Range
Q2 2025
Shares 63,475 Value ($000) $5,140 Avg Close Range
Q1 2025
Shares 59,117 Value ($000) $4,828 Avg Close Range
Q4 2024
Shares 56,925 Value ($000) $4,475 Avg Close Range
Q3 2024
Shares 53,229 Value ($000) $4,418 Avg Close Range
Q2 2024
Shares 32,372 Value ($000) $2,479 Avg Close Range
Q1 2024
Shares 29,152 Value ($000) $2,226 Avg Close Range
Q4 2023
Shares 34,394 Value ($000) $2,477 Avg Close Range
Q3 2023
Shares 41,349 Value ($000) $2,845 Avg Close Range
Q2 2023
Shares 31,187 Value ($000) $2,313 Avg Close Range
Q1 2023
Shares 28,050 Value ($000) $2,096 Avg Close Range
Q4 2022
Shares 34,394 Value ($000) $2,477 Avg Close Range
Q3 2022
Shares 13,342 Value ($000) $890 Avg Close Range
Q2 2022
Shares 12,778 Value ($000) $922 Avg Close Range
Q1 2022
Shares 10,315 Value ($000) $783 Avg Close Range
Q4 2021
Shares 8,488 Value ($000) $654 Avg Close Range
Q3 2021
Shares 7,348 Value ($000) $506 Avg Close Range
Q2 2021
Shares 6,076 Value ($000) $425 Avg Close Range
Q1 2021
Shares 3,189 Value ($000) $218 Avg Close Range