SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 210,098 Value ($000) $9,394 Avg Close Range
Q3 2025
Shares 35,306 Value ($000) $3,154 Avg Close Range
Q2 2025
Shares 8,513 Value ($000) $722 Avg Close Range
Q1 2025
Shares 19,685 Value ($000) $1,840 Avg Close Range
Q4 2024
Shares 30,167 Value ($000) $2,584 Avg Close Range
Q3 2024
Shares 30,143 Value ($000) $2,647 Avg Close Range
Q2 2024
Shares 32,412 Value ($000) $2,954 Avg Close Range
Q1 2024
Shares 15,462 Value ($000) $1,460 Avg Close Range
Q4 2023
Shares 43,017 Value ($000) $3,588 Avg Close Range
Q3 2023
Shares 100,061 Value ($000) $9,044 Avg Close Range
Q2 2023
Shares 26,965 Value ($000) $2,189 Avg Close Range
Q1 2023
Shares 95,574 Value ($000) $7,916 Avg Close Range
Q4 2022
Shares 88,746 Value ($000) $7,763 Avg Close Range
Q3 2022
Shares 100,213 Value ($000) $7,217 Avg Close Range
Q2 2022
Shares 80,050 Value ($000) $5,484 Avg Close Range
Q1 2022
Shares 38,633 Value ($000) $3,085 Avg Close Range
Q4 2021
Shares 6,478 Value ($000) $410 Avg Close Range
Q3 2021
Shares 5,793 Value ($000) $319 Avg Close Range