SELECT SECTOR SPDR TR

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

OKABENA INVESTMENT SERVICES INC's Holding History (CIK: 0001157519)

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

Q4 2025
Shares 18,695 Value ($000) $2,232 Avg Close — Range —
Q3 2025
Shares 9,156 Value ($000) $2,194 Avg Close — Range —
Q2 2025
Shares 8,960 Value ($000) $1,947 Avg Close — Range —
Q1 2025
Shares 8,743 Value ($000) $1,726 Avg Close — Range —
Q4 2024
Shares 8,674 Value ($000) $1,946 Avg Close — Range —
Q3 2024
Shares 8,091 Value ($000) $1,621 Avg Close — Range —
Q2 2024
Shares 8,091 Value ($000) $1,476 Avg Close — Range —
Q1 2024
Shares 8,091 Value ($000) $1,488 Avg Close — Range —
Q4 2023
Shares 8,091 Value ($000) $1,447 Avg Close — Range —
Q1 2020
Shares 808 Value ($000) $79 Avg Close — Range —
Q4 2019
Shares 808 Value ($000) $101 Avg Close — Range —