SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Hillcrest Wealth Advisors - NY, LLC's Holding History (CIK: 0001767121)

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

Q4 2025
Shares 13,580 Value ($000) $607 Avg Close — Range —
Q4 2024
Shares 16,335 Value ($000) $1,399 Avg Close — Range —
Q2 2022
Shares 4,000 Value ($000) $286 Avg Close — Range —
Q3 2021
Shares 8,750 Value ($000) $456 Avg Close — Range —
Q2 2021
Shares 11,050 Value ($000) $595 Avg Close — Range —
Q1 2021
Shares 23,100 Value ($000) $1,133 Avg Close — Range —
Q4 2020
Shares 49,365 Value ($000) $1,871 Avg Close — Range —
Q3 2020
Shares 85,818 Value ($000) $2,570 Avg Close — Range —
Q2 2020
Shares 65,225 Value ($000) $2,469 Avg Close — Range —
Q1 2020
Shares 76,475 Value ($000) $2,222 Avg Close — Range —
Q4 2019
Shares 7,400 Value ($000) $444 Avg Close — Range —
Q3 2019
Shares 13,750 Value ($000) $814 Avg Close — Range —
Q2 2019
Shares 9,400 Value ($000) $599 Avg Close — Range —
Q1 2019
Shares 8,600 Value ($000) $569 Avg Close — Range —
Q4 2018
Shares 23,550 Value ($000) $1,351 Avg Close — Range —