SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 200,993 Value ($000) $8,986 Avg Close — Range —
Q3 2025
Shares 93,081 Value ($000) $8,316 Avg Close — Range —
Q2 2025
Shares 137,252 Value ($000) $11,640 Avg Close — Range —
Q1 2025
Shares 118,118 Value ($000) $11,038 Avg Close — Range —
Q4 2024
Shares 93,819 Value ($000) $8,037 Avg Close — Range —
Q3 2024
Shares 88,700 Value ($000) $7,788 Avg Close — Range —
Q2 2024
Shares 82,750 Value ($000) $7,543 Avg Close — Range —
Q1 2024
Shares 64,999 Value ($000) $6,137 Avg Close — Range —
Q4 2023
Shares 41,920 Value ($000) $3,515 Avg Close — Range —
Q3 2023
Shares 57,776 Value ($000) $5,222 Avg Close — Range —
Q2 2023
Shares 15,010 Value ($000) $1,218 Avg Close — Range —
Q1 2023
Shares 15,439 Value ($000) $1,279 Avg Close — Range —
Q4 2022
Shares 14,822 Value ($000) $1,296 Avg Close — Range —
Q3 2022
Shares 11,393 Value ($000) $821 Avg Close — Range —
Q2 2022
Shares 11,726 Value ($000) $839 Avg Close — Range —
Q1 2022
Shares 13,285 Value ($000) $1,016 Avg Close — Range —
Q4 2021
Shares 10,574 Value ($000) $587 Avg Close — Range —
Q3 2021
Shares 13,278 Value ($000) $691 Avg Close — Range —
Q2 2021
Shares 49,087 Value ($000) $2,644 Avg Close — Range —
Q1 2021
Shares 22,274 Value ($000) $1,092 Avg Close — Range —
Q4 2020
Shares 14,219 Value ($000) $538 Avg Close — Range —
Q3 2020
Shares 10,754 Value ($000) $324,680 Avg Close — Range —
Q2 2020
Shares 11,548 Value ($000) $422,577 Avg Close — Range —
Q1 2020
Shares 840 Value ($000) $24,410 Avg Close — Range —
Q4 2019
Shares 688 Value ($000) $37,751 Avg Close — Range —