SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Beacon Financial Advisory LLC's Holding History (CIK: 0001800502)

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

Q4 2025
Shares 13,210 Value ($000) $591 Avg Close Range
Q3 2025
Shares 6,974 Value ($000) $623 Avg Close Range
Q2 2025
Shares 7,516 Value ($000) $637 Avg Close Range
Q1 2025
Shares 9,266 Value ($000) $866 Avg Close Range
Q4 2024
Shares 9,544 Value ($000) $818 Avg Close Range
Q3 2024
Shares 9,600 Value ($000) $843 Avg Close Range
Q2 2024
Shares 11,160 Value ($000) $1,017 Avg Close Range
Q1 2024
Shares 8,022 Value ($000) $757 Avg Close Range
Q4 2023
Shares 8,823 Value ($000) $740 Avg Close Range
Q3 2023
Shares 8,486 Value ($000) $767 Avg Close Range
Q2 2023
Shares 8,477 Value ($000) $688 Avg Close Range
Q1 2023
Shares 8,263 Value ($000) $684 Avg Close Range
Q4 2022
Shares 8,363 Value ($000) $732 Avg Close Range
Q3 2022
Shares 9,140 Value ($000) $658 Avg Close Range
Q2 2022
Shares 10,374 Value ($000) $742 Avg Close Range
Q1 2022
Shares 10,656 Value ($000) $815 Avg Close Range
Q4 2021
Shares 9,999 Value ($000) $555 Avg Close Range
Q3 2021
Shares 9,044 Value ($000) $471 Avg Close Range
Q2 2021
Shares 8,294 Value ($000) $447 Avg Close Range
Q1 2021
Shares 4,828 Value ($000) $237 Avg Close Range