SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 13,736 Value ($000) $614 Avg Close — Range —
Q3 2025
Shares 6,899 Value ($000) $616 Avg Close — Range —
Q2 2025
Shares 6,892 Value ($000) $585 Avg Close — Range —
Q1 2025
Shares 6,832 Value ($000) $638 Avg Close — Range —
Q4 2024
Shares 6,885 Value ($000) $590 Avg Close — Range —
Q3 2024
Shares 6,817 Value ($000) $599 Avg Close — Range —
Q2 2024
Shares 6,401 Value ($000) $583 Avg Close — Range —
Q1 2024
Shares 6,354 Value ($000) $600 Avg Close — Range —
Q4 2023
Shares 7,426 Value ($000) $623 Avg Close — Range —
Q3 2023
Shares 7,535 Value ($000) $681 Avg Close — Range —
Q2 2023
Shares 6,837 Value ($000) $555 Avg Close — Range —
Q1 2023
Shares 6,935 Value ($000) $574 Avg Close — Range —
Q4 2022
Shares 7,426 Value ($000) $623 Avg Close — Range —
Q3 2022
Shares 6,267 Value ($000) $451 Avg Close — Range —
Q2 2022
Shares 6,241 Value ($000) $446 Avg Close — Range —
Q1 2022
Shares 5,914 Value ($000) $452 Avg Close — Range —
Q4 2021
Shares 4,770 Value ($000) $265 Avg Close — Range —
Q3 2021
Shares 5,747 Value ($000) $299 Avg Close — Range —
Q2 2021
Shares 5,550 Value ($000) $299 Avg Close — Range —