SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 5,695 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 3,085 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 4,558 Value ($000) $387 Avg Close — Range —
Q1 2025
Shares 3,362 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 3,358 Value ($000) $288 Avg Close — Range —
Q3 2024
Shares 3,355 Value ($000) $295 Avg Close — Range —
Q2 2024
Shares 3,431 Value ($000) $313 Avg Close — Range —
Q1 2024
Shares 3,201 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 3,199 Value ($000) $268 Avg Close — Range —
Q3 2023
Shares 3,197 Value ($000) $289 Avg Close — Range —
Q2 2023
Shares 3,195 Value ($000) $259 Avg Close — Range —
Q1 2023
Shares 3,282 Value ($000) $272 Avg Close — Range —
Q4 2022
Shares 3,278 Value ($000) $287 Avg Close — Range —
Q3 2022
Shares 3,275 Value ($000) $236 Avg Close — Range —
Q2 2022
Shares 3,032 Value ($000) $217 Avg Close — Range —