SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

SCHMIDT P J INVESTMENT MANAGEMENT INC's Holding History (CIK: 0001008895)

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

Q4 2025
Shares 8,798 Value ($000) $393 Avg Close — Range —
Q3 2025
Shares 5,174 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 5,174 Value ($000) $439 Avg Close — Range —
Q1 2025
Shares 7,647 Value ($000) $715 Avg Close — Range —
Q4 2024
Shares 7,649 Value ($000) $655 Avg Close — Range —
Q3 2024
Shares 7,863 Value ($000) $690 Avg Close — Range —
Q2 2024
Shares 8,011 Value ($000) $730 Avg Close — Range —
Q1 2024
Shares 7,217 Value ($000) $681 Avg Close — Range —
Q4 2023
Shares 7,876 Value ($000) $664 Avg Close — Range —
Q3 2023
Shares 7,193 Value ($000) $660 Avg Close — Range —
Q2 2023
Shares 6,714 Value ($000) $578 Avg Close — Range —
Q1 2023
Shares 6,988 Value ($000) $586 Avg Close — Range —
Q4 2022
Shares 4,955 Value ($000) $433 Avg Close — Range —