SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 18,549 Value ($000) $829 Avg Close — Range —
Q3 2025
Shares 9,715 Value ($000) $859 Avg Close — Range —
Q2 2025
Shares 9,689 Value ($000) $822 Avg Close — Range —
Q1 2025
Shares 9,682 Value ($000) $905 Avg Close — Range —
Q4 2024
Shares 10,011 Value ($000) $858 Avg Close — Range —
Q3 2024
Shares 11,637 Value ($000) $1,022 Avg Close — Range —
Q2 2024
Shares 10,528 Value ($000) $960 Avg Close — Range —
Q1 2024
Shares 11,089 Value ($000) $1,047 Avg Close — Range —
Q4 2023
Shares 10,093 Value ($000) $846 Avg Close — Range —
Q3 2023
Shares 6,249 Value ($000) $565 Avg Close — Range —
Q2 2023
Shares 9,741 Value ($000) $791 Avg Close — Range —
Q1 2023
Shares 18,883 Value ($000) $1,564 Avg Close — Range —
Q4 2022
Shares 19,588 Value ($000) $1,713 Avg Close — Range —
Q3 2022
Shares 19,744 Value ($000) $1,422 Avg Close — Range —
Q2 2022
Shares 22,248 Value ($000) $1,591 Avg Close — Range —
Q1 2022
Shares 129,910 Value ($000) $9,930 Avg Close — Range —
Q4 2021
Shares 320,004 Value ($000) $17,760 Avg Close — Range —
Q3 2021
Shares 440,006 Value ($000) $22,920 Avg Close — Range —
Q2 2021
Shares 432,753 Value ($000) $23,312 Avg Close — Range —
Q1 2021
Shares 103,599 Value ($000) $5,083 Avg Close — Range —
Q4 2020
Shares 101,760 Value ($000) $3,857 Avg Close — Range —
Q3 2020
Shares 101,755 Value ($000) $3,048 Avg Close — Range —
Q2 2020
Shares 101,705 Value ($000) $3,756 Avg Close — Range —
Q1 2020
Shares 103,821 Value ($000) $3,017 Avg Close — Range —
Q4 2019
Shares 3,458 Value ($000) $208 Avg Close — Range —
Q2 2019
Shares 3,841 Value ($000) $245 Avg Close — Range —
Q3 2018
Shares 3,808 Value ($000) $262 Avg Close — Range —
Q2 2018
Shares 3,907 Value ($000) $297 Avg Close — Range —
Q1 2018
Shares 3,904 Value ($000) $263 Avg Close — Range —
Q4 2017
Shares 4,804 Value ($000) $347 Avg Close — Range —
Q3 2017
Shares 5,854 Value ($000) $401 Avg Close — Range —
Q2 2017
Shares 5,729 Value ($000) $372 Avg Close — Range —
Q1 2017
Shares 6,171 Value ($000) $431 Avg Close — Range —