SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 28,875 Value ($000) $1,474 Avg Close — Range —
Q3 2025
Shares 3,654 Value ($000) $322 Avg Close — Range —
Q2 2025
Shares 63,058 Value ($000) $5,499 Avg Close — Range —
Q1 2025
Shares 13,144 Value ($000) $1,228 Avg Close — Range —
Q4 2024
Shares 99,094 Value ($000) $8,488 Avg Close — Range —
Q3 2024
Shares 87,960 Value ($000) $7,723 Avg Close — Range —
Q2 2024
Shares 23,331 Value ($000) $2,127 Avg Close — Range —
Q1 2024
Shares 51,357 Value ($000) $4,849 Avg Close — Range —
Q4 2023
Shares 9,396 Value ($000) $785 Avg Close — Range —
Q3 2023
Shares 6,146 Value ($000) $534 Avg Close — Range —
Q1 2023
Shares 2,442 Value ($000) $208 Avg Close — Range —
Q3 2020
Shares 3,250 Value ($000) $97 Avg Close — Range —