SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 14,275 Value ($000) $638 Avg Close Range
Q3 2025
Shares 6,009 Value ($000) $537 Avg Close Range
Q2 2025
Shares 3,591 Value ($000) $305 Avg Close Range
Q1 2025
Shares 4,223 Value ($000) $395 Avg Close Range
Q4 2024
Shares 3,688 Value ($000) $316 Avg Close Range
Q3 2024
Shares 2,471 Value ($000) $217 Avg Close Range
Q2 2024
Shares 3,326 Value ($000) $303 Avg Close Range
Q3 2023
Shares 2,540 Value ($000) $230 Avg Close Range
Q3 2021
Shares 3,850 Value ($000) $201 Avg Close Range
Q2 2021
Shares 7,330 Value ($000) $395 Avg Close Range
Q1 2021
Shares 7,020 Value ($000) $344 Avg Close Range
Q4 2020
Shares 6,520 Value ($000) $247 Avg Close Range
Q3 2020
Shares 7,067 Value ($000) $212 Avg Close Range
Q2 2020
Shares 8,067 Value ($000) $305 Avg Close Range
Q1 2019
Shares 3,936 Value ($000) $260 Avg Close Range
Q4 2018
Shares 5,936 Value ($000) $340 Avg Close Range
Q3 2018
Shares 6,446 Value ($000) $488 Avg Close Range
Q2 2018
Shares 3,748 Value ($000) $286 Avg Close Range
Q1 2018
Shares 6,329 Value ($000) $427 Avg Close Range
Q4 2017
Shares 5,104 Value ($000) $369 Avg Close Range
Q3 2017
Shares 4,055 Value ($000) $278 Avg Close Range
Q2 2017
Shares 4,709 Value ($000) $306 Avg Close Range