SELECT SECTOR SPDR TR

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

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 3,398 Value ($000) $406 Avg Close Range
Q3 2025
Shares 1,699 Value ($000) $407 Avg Close Range
Q2 2025
Shares 1,699 Value ($000) $369 Avg Close Range
Q1 2025
Shares 1,699 Value ($000) $335 Avg Close Range
Q4 2024
Shares 1,699 Value ($000) $381 Avg Close Range
Q3 2024
Shares 1,716 Value ($000) $344 Avg Close Range
Q2 2024
Shares 1,907 Value ($000) $348 Avg Close Range
Q1 2024
Shares 2,017 Value ($000) $371 Avg Close Range
Q4 2023
Shares 2,063 Value ($000) $369 Avg Close Range
Q3 2023
Shares 2,318 Value ($000) $373 Avg Close Range
Q2 2023
Shares 2,340 Value ($000) $397 Avg Close Range
Q1 2023
Shares 2,340 Value ($000) $350 Avg Close Range
Q4 2022
Shares 2,802 Value ($000) $362 Avg Close Range
Q3 2022
Shares 2,912 Value ($000) $415 Avg Close Range
Q2 2022
Shares 3,032 Value ($000) $417 Avg Close Range
Q1 2022
Shares 3,114 Value ($000) $576 Avg Close Range
Q4 2021
Shares 35,309 Value ($000) $7,219 Avg Close Range
Q3 2021
Shares 34,965 Value ($000) $6,274 Avg Close Range
Q2 2021
Shares 1,255 Value ($000) $224 Avg Close Range
Q1 2021
Shares 33,278 Value ($000) $5,929 Avg Close Range
Q4 2020
Shares 32,751 Value ($000) $5,266 Avg Close Range
Q3 2020
Shares 22,682 Value ($000) $3,334 Avg Close Range
Q2 2020
Shares 3,991 Value ($000) $510 Avg Close Range
Q1 2020
Shares 3,892 Value ($000) $382 Avg Close Range
Q4 2019
Shares 6,105 Value ($000) $766 Avg Close Range