SELECT SECTOR SPDR TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 23,541 Value ($000) $2,811 Avg Close Range
Q3 2025
Shares 13,196 Value ($000) $3,162 Avg Close Range
Q2 2025
Shares 13,183 Value ($000) $2,865 Avg Close Range
Q1 2025
Shares 13,408 Value ($000) $2,648 Avg Close Range
Q4 2024
Shares 13,313 Value ($000) $2,987 Avg Close Range
Q3 2024
Shares 13,789 Value ($000) $2,763 Avg Close Range
Q2 2024
Shares 13,750 Value ($000) $2,508 Avg Close Range
Q1 2024
Shares 14,513 Value ($000) $2,669 Avg Close Range
Q4 2023
Shares 14,665 Value ($000) $2,622 Avg Close Range
Q3 2023
Shares 15,624 Value ($000) $2,515 Avg Close Range
Q2 2023
Shares 15,631 Value ($000) $2,654 Avg Close Range
Q1 2023
Shares 15,704 Value ($000) $2,348 Avg Close Range
Q4 2022
Shares 16,556 Value ($000) $2,138 Avg Close Range
Q3 2022
Shares 17,114 Value ($000) $2,438 Avg Close Range
Q2 2022
Shares 17,553 Value ($000) $2,413 Avg Close Range
Q1 2022
Shares 17,454 Value ($000) $3,229 Avg Close Range
Q4 2021
Shares 17,480 Value ($000) $3,574 Avg Close Range
Q3 2021
Shares 17,189 Value ($000) $3,085 Avg Close Range
Q2 2021
Shares 17,359 Value ($000) $3,099 Avg Close Range
Q1 2021
Shares 17,098 Value ($000) $2,874 Avg Close Range
Q4 2020
Shares 18,288 Value ($000) $2,940 Avg Close Range
Q3 2020
Shares 18,695 Value ($000) $2,748 Avg Close Range
Q2 2020
Shares 22,985 Value ($000) $2,935 Avg Close Range
Q1 2020
Shares 24,821 Value ($000) $2,434 Avg Close Range
Q4 2019
Shares 25,209 Value ($000) $3,162 Avg Close Range
Q3 2019
Shares 25,704 Value ($000) $3,102 Avg Close Range
Q2 2019
Shares 25,161 Value ($000) $2,999 Avg Close Range
Q1 2019
Shares 24,681 Value ($000) $2,810 Avg Close Range
Q4 2018
Shares 12,486 Value ($000) $1,236 Avg Close Range
Q3 2018
Shares 10,703 Value ($000) $1,255 Avg Close Range