SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 42,939 Value ($000) $1,920 Avg Close — Range —
Q3 2025
Shares 21,623 Value ($000) $1,932 Avg Close — Range —
Q3 2024
Shares 14,689 Value ($000) $1,290 Avg Close — Range —
Q2 2024
Shares 22,635 Value ($000) $2,063 Avg Close — Range —
Q1 2024
Shares 23,650 Value ($000) $2,233 Avg Close — Range —
Q4 2023
Shares 15,364 Value ($000) $1,288 Avg Close — Range —
Q3 2023
Shares 40,532 Value ($000) $3,664 Avg Close — Range —
Q2 2023
Shares 19,601 Value ($000) $1,591 Avg Close — Range —
Q1 2023
Shares 42,778 Value ($000) $3,543 Avg Close — Range —
Q4 2022
Shares 40,016 Value ($000) $3,517 Avg Close — Range —
Q3 2022
Shares 44,219 Value ($000) $3,185 Avg Close — Range —
Q2 2022
Shares 59,369 Value ($000) $4,245 Avg Close — Range —
Q1 2022
Shares 41,890 Value ($000) $3,202 Avg Close — Range —
Q4 2021
Shares 41,422 Value ($000) $2,299 Avg Close — Range —
Q3 2021
Shares 22,963 Value ($000) $1,196 Avg Close — Range —
Q2 2021
Shares 45,316 Value ($000) $2,441 Avg Close — Range —
Q1 2021
Shares 38,032 Value ($000) $1,866 Avg Close — Range —