SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 155 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 48 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 136 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 167 Value ($000) $15 Avg Close — Range —
Q1 2024
Shares 380 Value ($000) $36 Avg Close — Range —
Q4 2023
Shares 843 Value ($000) $71 Avg Close — Range —
Q3 2023
Shares 748 Value ($000) $68 Avg Close — Range —
Q2 2023
Shares 806 Value ($000) $65 Avg Close — Range —
Q1 2023
Shares 317 Value ($000) $26 Avg Close — Range —
Q4 2022
Shares 104 Value ($000) $9 Avg Close — Range —