SELECT SECTOR SPDR TR

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

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 1,740 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 862 Value ($000) $206 Avg Close — Range —
Q4 2020
Shares 953 Value ($000) $153 Avg Close — Range —
Q3 2020
Shares 300 Value ($000) $44 Avg Close — Range —
Q2 2020
Shares 130 Value ($000) $17 Avg Close — Range —
Q1 2020
Shares 130 Value ($000) $13 Avg Close — Range —
Q4 2019
Shares 130 Value ($000) $16 Avg Close — Range —