SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 35,297 Value ($000) $1,578 Avg Close — Range —
Q3 2025
Shares 19,175 Value ($000) $1,713 Avg Close — Range —
Q2 2025
Shares 22,401 Value ($000) $1,900 Avg Close — Range —
Q1 2025
Shares 23,519 Value ($000) $2,198 Avg Close — Range —
Q4 2024
Shares 23,025 Value ($000) $1,972 Avg Close — Range —
Q3 2024
Shares 28,180 Value ($000) $2,474 Avg Close — Range —
Q2 2024
Shares 28,195 Value ($000) $2,570 Avg Close — Range —
Q1 2024
Shares 20,091 Value ($000) $1,933 Avg Close — Range —
Q4 2023
Shares 20,231 Value ($000) $1,696 Avg Close — Range —
Q3 2023
Shares 20,718 Value ($000) $1,873 Avg Close — Range —
Q2 2023
Shares 20,974 Value ($000) $1,702 Avg Close — Range —
Q1 2023
Shares 25,168 Value ($000) $2,087 Avg Close — Range —
Q4 2022
Shares 19,983 Value ($000) $1,748 Avg Close — Range —
Q3 2022
Shares 20,685 Value ($000) $1,490 Avg Close — Range —
Q2 2022
Shares 20,610 Value ($000) $1,474 Avg Close — Range —
Q1 2022
Shares 26,330 Value ($000) $2,013 Avg Close — Range —
Q4 2021
Shares 23,102 Value ($000) $1,282 Avg Close — Range —
Q3 2021
Shares 23,261 Value ($000) $1,212 Avg Close — Range —
Q2 2021
Shares 24,503 Value ($000) $1,320 Avg Close — Range —
Q1 2021
Shares 22,387 Value ($000) $1,098 Avg Close — Range —
Q4 2020
Shares 23,329 Value ($000) $884 Avg Close — Range —
Q3 2020
Shares 32,369 Value ($000) $970 Avg Close — Range —
Q2 2020
Shares 39,866 Value ($000) $1,509 Avg Close — Range —
Q1 2020
Shares 42,882 Value ($000) $1,455 Avg Close — Range —
Q4 2019
Shares 37,930 Value ($000) $2,277 Avg Close — Range —
Q3 2019
Shares 38,861 Value ($000) $2,301 Avg Close — Range —
Q2 2019
Shares 40,291 Value ($000) $2,567 Avg Close — Range —
Q1 2019
Shares 44,560 Value ($000) $2,946 Avg Close — Range —
Q4 2018
Shares 47,033 Value ($000) $2,697 Avg Close — Range —
Q3 2018
Shares 56,690 Value ($000) $3,806 Avg Close — Range —
Q2 2018
Shares 63,538 Value ($000) $4,725 Avg Close — Range —
Q1 2018
Shares 63,700 Value ($000) $4,294 Avg Close — Range —
Q4 2017
Shares 64,775 Value ($000) $4,681 Avg Close — Range —
Q3 2017
Shares 42,028 Value ($000) $2,878 Avg Close — Range —