SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q1 2023
Shares 38,619 Value ($000) $3,199 Avg Close — Range —
Q4 2022
Shares 35,617 Value ($000) $3,115 Avg Close — Range —
Q3 2022
Shares 30,546 Value ($000) $2,200 Avg Close — Range —
Q2 2022
Shares 28,624 Value ($000) $2,047 Avg Close — Range —
Q1 2022
Shares 18,664 Value ($000) $1,427 Avg Close — Range —
Q4 2021
Shares 11,687 Value ($000) $649 Avg Close — Range —
Q3 2021
Shares 5,067 Value ($000) $264 Avg Close — Range —
Q2 2021
Shares 3,724 Value ($000) $201 Avg Close — Range —