SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 14,814 Value ($000) $662 Avg Close — Range —
Q3 2025
Shares 7,407 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 7,407 Value ($000) $628 Avg Close — Range —
Q1 2025
Shares 2,742 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,552 Value ($000) $219 Avg Close — Range —
Q3 2024
Shares 4,722 Value ($000) $415 Avg Close — Range —
Q2 2024
Shares 4,745 Value ($000) $433 Avg Close — Range —
Q1 2024
Shares 3,312 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 3,309 Value ($000) $277 Avg Close — Range —
Q3 2023
Shares 3,468 Value ($000) $313 Avg Close — Range —
Q2 2023
Shares 2,705 Value ($000) $220 Avg Close — Range —
Q1 2023
Shares 3,249 Value ($000) $269 Avg Close — Range —
Q4 2022
Shares 3,465 Value ($000) $303 Avg Close — Range —
Q3 2022
Shares 3,471 Value ($000) $250 Avg Close — Range —
Q2 2022
Shares 3,471 Value ($000) $248 Avg Close — Range —