SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 8,176 Value ($000) $366 Avg Close — Range —
Q3 2025
Shares 4,455 Value ($000) $398 Avg Close — Range —
Q2 2025
Shares 5,632 Value ($000) $478 Avg Close — Range —
Q1 2025
Shares 7,953 Value ($000) $743 Avg Close — Range —
Q4 2024
Shares 8,117 Value ($000) $728 Avg Close — Range —
Q3 2024
Shares 12,448 Value ($000) $1,085 Avg Close — Range —
Q2 2024
Shares 13,812 Value ($000) $1,259 Avg Close — Range —
Q1 2024
Shares 13,967 Value ($000) $1,319 Avg Close — Range —
Q4 2023
Shares 14,913 Value ($000) $1,247 Avg Close — Range —
Q3 2023
Shares 15,448 Value ($000) $1,396 Avg Close — Range —
Q2 2023
Shares 15,448 Value ($000) $1,345 Avg Close — Range —
Q1 2023
Shares 16,192 Value ($000) $1,410 Avg Close — Range —
Q4 2022
Shares 15,077 Value ($000) $1,299 Avg Close — Range —