SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

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

Q4 2025
Shares 409,412 Value ($000) $18,305 Avg Close — Range —
Q3 2025
Shares 204,134 Value ($000) $18,237 Avg Close — Range —
Q2 2025
Shares 205,033 Value ($000) $17,389 Avg Close — Range —
Q1 2025
Shares 204,068 Value ($000) $19,070 Avg Close — Range —
Q4 2024
Shares 200,402 Value ($000) $17,166 Avg Close — Range —
Q3 2024
Shares 198,791 Value ($000) $17,454 Avg Close — Range —
Q2 2024
Shares 197,159 Value ($000) $17,971 Avg Close — Range —
Q1 2024
Shares 197,817 Value ($000) $18,676 Avg Close — Range —
Q4 2023
Shares 194,726 Value ($000) $16,326 Avg Close — Range —
Q3 2023
Shares 192,251 Value ($000) $17,378 Avg Close — Range —
Q2 2023
Shares 189,896 Value ($000) $15,414 Avg Close — Range —
Q1 2023
Shares 186,834 Value ($000) $15,475 Avg Close — Range —
Q4 2022
Shares 180,617 Value ($000) $15,799 Avg Close — Range —
Q3 2022
Shares 177,206 Value ($000) $12,762 Avg Close — Range —
Q2 2022
Shares 175,531 Value ($000) $12,552 Avg Close — Range —
Q1 2022
Shares 173,680 Value ($000) $13,276 Avg Close — Range —
Q4 2021
Shares 203,609 Value ($000) $11,300 Avg Close — Range —
Q3 2021
Shares 203,155 Value ($000) $10,582 Avg Close — Range —
Q2 2021
Shares 200,061 Value ($000) $10,777 Avg Close — Range —
Q1 2021
Shares 191,498 Value ($000) $9,395 Avg Close — Range —
Q4 2020
Shares 185,856 Value ($000) $7,574 Avg Close — Range —
Q4 2018
Shares 4,365 Value ($000) $284 Avg Close — Range —