SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Symphony Financial, Ltd. Co.'s Holding History (CIK: 0001800687)

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

Q4 2025
Shares 13,930 Value ($000) $626 Avg Close Range
Q3 2025
Shares 6,724 Value ($000) $599 Avg Close Range
Q2 2025
Shares 8,148 Value ($000) $701 Avg Close Range
Q4 2024
Shares 8,564 Value ($000) $801 Avg Close Range
Q3 2024
Shares 9,686 Value ($000) $845 Avg Close Range
Q2 2024
Shares 11,783 Value ($000) $1,070 Avg Close Range
Q1 2024
Shares 11,896 Value ($000) $1,123 Avg Close Range
Q4 2023
Shares 12,563 Value ($000) $1,015 Avg Close Range
Q3 2023
Shares 11,989 Value ($000) $1,063 Avg Close Range
Q2 2023
Shares 12,713 Value ($000) $1,025 Avg Close Range
Q1 2023
Shares 12,664 Value ($000) $1,042 Avg Close Range
Q4 2022
Shares 11,049 Value ($000) $933 Avg Close Range
Q3 2022
Shares 6,894 Value ($000) $500 Avg Close Range
Q2 2022
Shares 6,654 Value ($000) $486 Avg Close Range
Q1 2022
Shares 4,917 Value ($000) $381 Avg Close Range
Q4 2021
Shares 4,609 Value ($000) $265 Avg Close Range
Q2 2021
Shares 4,733 Value ($000) $254 Avg Close Range
Q1 2021
Shares 4,199 Value ($000) $206 Avg Close Range