SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 29,688 Value ($000) $1,327 Avg Close Range
Q3 2025
Shares 14,735 Value ($000) $1,316 Avg Close Range
Q2 2025
Shares 17,830 Value ($000) $1,512 Avg Close Range
Q1 2025
Shares 14,343 Value ($000) $1,340 Avg Close Range
Q4 2024
Shares 14,623 Value ($000) $1,253 Avg Close Range
Q3 2024
Shares 11,891 Value ($000) $1,044 Avg Close Range
Q2 2024
Shares 13,215 Value ($000) $1,205 Avg Close Range
Q1 2024
Shares 7,315 Value ($000) $685 Avg Close Range
Q4 2023
Shares 7,738 Value ($000) $649 Avg Close Range
Q3 2023
Shares 6,948 Value ($000) $628 Avg Close Range
Q2 2023
Shares 7,518 Value ($000) $610 Avg Close Range
Q1 2023
Shares 6,322 Value ($000) $524 Avg Close Range
Q4 2022
Shares 6,478 Value ($000) $567 Avg Close Range
Q3 2022
Shares 6,052 Value ($000) $436 Avg Close Range
Q2 2022
Shares 1,133 Value ($000) $81 Avg Close Range
Q1 2022
Shares 1,410 Value ($000) $108 Avg Close Range
Q4 2021
Shares 1,410 Value ($000) $78 Avg Close Range
Q3 2021
Shares 1,830 Value ($000) $95 Avg Close Range
Q2 2021
Shares 865 Value ($000) $47 Avg Close Range
Q1 2021
Shares 1,389 Value ($000) $68 Avg Close Range
Q4 2020
Shares 1,186 Value ($000) $45 Avg Close Range
Q3 2020
Shares 323 Value ($000) $10 Avg Close Range
Q2 2020
Shares 2,370 Value ($000) $90 Avg Close Range
Q1 2020
Shares 2,800 Value ($000) $81 Avg Close Range
Q2 2019
Shares 4,563 Value ($000) $291 Avg Close Range
Q1 2019
Shares 4,563 Value ($000) $302 Avg Close Range
Q4 2018
Shares 4,563 Value ($000) $262 Avg Close Range
Q3 2018
Shares 7,245 Value ($000) $549 Avg Close Range
Q2 2018
Shares 7,245 Value ($000) $550 Avg Close Range
Q1 2018
Shares 7,145 Value ($000) $482 Avg Close Range
Q4 2017
Shares 7,764 Value ($000) $561 Avg Close Range