SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

CAPITAL PERFORMANCE ADVISORS LLP's Holding History (CIK: 0001905663)

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

Q4 2025
Shares 4,571 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 761 Value ($000) $67 Avg Close — Range —