SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 5,100 Value ($000) $609 Avg Close Range
Q3 2025
Shares 2,585 Value ($000) $619 Avg Close Range
Q2 2025
Shares 2,545 Value ($000) $553 Avg Close Range
Q1 2025
Shares 844 Value ($000) $167 Avg Close Range
Q4 2024
Shares 2,318 Value ($000) $520 Avg Close Range
Q3 2024
Shares 943 Value ($000) $189 Avg Close Range
Q2 2024
Shares 998 Value ($000) $182 Avg Close Range
Q1 2024
Shares 959 Value ($000) $171 Avg Close Range
Q4 2023
Shares 1,051 Value ($000) $188 Avg Close Range
Q3 2023
Shares 565 Value ($000) $91 Avg Close Range
Q2 2023
Shares 565 Value ($000) $96 Avg Close Range
Q1 2023
Shares 564 Value ($000) $84 Avg Close Range
Q4 2022
Shares 1,165 Value ($000) $150 Avg Close Range
Q3 2022
Shares 1,292 Value ($000) $184 Avg Close Range
Q2 2022
Shares 1,435 Value ($000) $197 Avg Close Range
Q1 2022
Shares 1,801 Value ($000) $333 Avg Close Range
Q4 2021
Shares 1,924 Value ($000) $393 Avg Close Range
Q3 2021
Shares 2,044 Value ($000) $367 Avg Close Range
Q2 2021
Shares 239 Value ($000) $43 Avg Close Range
Q1 2021
Shares 239 Value ($000) $40 Avg Close Range
Q4 2020
Shares 239 Value ($000) $38 Avg Close Range
Q3 2020
Shares 304 Value ($000) $45 Avg Close Range
Q2 2020
Shares 222 Value ($000) $28 Avg Close Range
Q1 2020
Shares 157 Value ($000) $15 Avg Close Range