SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 10,017 Value ($000) $448 Avg Close — Range —
Q3 2025
Shares 4,736 Value ($000) $423 Avg Close — Range —
Q2 2025
Shares 9,187 Value ($000) $779 Avg Close — Range —
Q1 2025
Shares 8,887 Value ($000) $831 Avg Close — Range —
Q4 2024
Shares 8,674 Value ($000) $743 Avg Close — Range —
Q3 2024
Shares 8,134 Value ($000) $714 Avg Close — Range —
Q2 2024
Shares 11,048 Value ($000) $1,007 Avg Close — Range —
Q1 2024
Shares 11,145 Value ($000) $1,052 Avg Close — Range —
Q4 2023
Shares 11,657 Value ($000) $977 Avg Close — Range —
Q3 2023
Shares 13,920 Value ($000) $1,258 Avg Close — Range —
Q2 2023
Shares 10,647 Value ($000) $864 Avg Close — Range —
Q1 2023
Shares 13,290 Value ($000) $1,101 Avg Close — Range —
Q4 2022
Shares 11,969 Value ($000) $1,047 Avg Close — Range —
Q3 2022
Shares 10,180 Value ($000) $733 Avg Close — Range —
Q2 2022
Shares 15,395 Value ($000) $1,101 Avg Close — Range —
Q1 2022
Shares 17,734 Value ($000) $1,356 Avg Close — Range —
Q4 2021
Shares 21,810 Value ($000) $1,210 Avg Close — Range —
Q3 2021
Shares 25,961 Value ($000) $1,352 Avg Close — Range —
Q2 2021
Shares 28,278 Value ($000) $1,523 Avg Close — Range —
Q1 2021
Shares 19,575 Value ($000) $960 Avg Close — Range —
Q4 2020
Shares 6,563 Value ($000) $249 Avg Close — Range —
Q3 2020
Shares 356 Value ($000) $11 Avg Close — Range —
Q2 2020
Shares 55 Value ($000) $2 Avg Close — Range —
Q1 2020
Shares 165 Value ($000) $5 Avg Close — Range —
Q4 2019
Shares 235 Value ($000) $14 Avg Close — Range —
Q3 2019
Shares 734 Value ($000) $43 Avg Close — Range —
Q2 2019
Shares 2,431 Value ($000) $153 Avg Close — Range —
Q1 2019
Shares 2,349 Value ($000) $155 Avg Close — Range —
Q4 2018
Shares 2,450 Value ($000) $141 Avg Close — Range —
Q3 2018
Shares 2,669 Value ($000) $202 Avg Close — Range —
Q2 2018
Shares 2,634 Value ($000) $200 Avg Close — Range —
Q1 2018
Shares 3,383 Value ($000) $223 Avg Close — Range —
Q4 2017
Shares 2,755 Value ($000) $208 Avg Close — Range —
Q3 2017
Shares 2,666 Value ($000) $182 Avg Close — Range —
Q2 2017
Shares 2,541 Value ($000) $163 Avg Close — Range —
Q1 2017
Shares 2,421 Value ($000) $170 Avg Close — Range —
Q4 2016
Shares 2,366 Value ($000) $176 Avg Close — Range —