SELECT SECTOR SPDR TR

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 28,687 Value ($000) $3,426 Avg Close — Range —
Q3 2025
Shares 15,040 Value ($000) $3,604 Avg Close — Range —
Q2 2025
Shares 9,149 Value ($000) $1,988 Avg Close — Range —
Q1 2025
Shares 27,398 Value ($000) $5,410 Avg Close — Range —
Q4 2024
Shares 68,148 Value ($000) $15,289 Avg Close — Range —
Q3 2024
Shares 51,060 Value ($000) $10,231 Avg Close — Range —
Q2 2024
Shares 52,973 Value ($000) $9,662 Avg Close — Range —
Q1 2024
Shares 49,807 Value ($000) $9,159 Avg Close — Range —
Q4 2023
Shares 26,073 Value ($000) $4,662 Avg Close — Range —
Q3 2023
Shares 19,887 Value ($000) $3,201 Avg Close — Range —