SELECT SECTOR SPDR TR

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q2 2025
Shares 14,805 Value ($000) $1,199 Avg Close — Range —
Q1 2025
Shares 21,301 Value ($000) $1,740 Avg Close — Range —
Q4 2024
Shares 25,605 Value ($000) $2,013 Avg Close — Range —
Q3 2024
Shares 24,939 Value ($000) $2,070 Avg Close — Range —
Q2 2024
Shares 24,791 Value ($000) $1,899 Avg Close — Range —
Q1 2024
Shares 25,272 Value ($000) $1,930 Avg Close — Range —
Q4 2023
Shares 37,505 Value ($000) $2,701 Avg Close — Range —
Q3 2023
Shares 67,350 Value ($000) $4,634 Avg Close — Range —