SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 6,249 Value ($000) $279 Avg Close Range
Q3 2025
Shares 3,199 Value ($000) $286 Avg Close Range
Q2 2025
Shares 3,174 Value ($000) $269 Avg Close Range
Q1 2025
Shares 3,189 Value ($000) $298 Avg Close Range
Q4 2024
Shares 3,166 Value ($000) $271 Avg Close Range
Q3 2024
Shares 3,142 Value ($000) $276 Avg Close Range
Q2 2024
Shares 3,118 Value ($000) $284 Avg Close Range
Q1 2024
Shares 3,095 Value ($000) $292 Avg Close Range
Q4 2023
Shares 3,031 Value ($000) $254 Avg Close Range
Q3 2023
Shares 3,029 Value ($000) $274 Avg Close Range
Q2 2023
Shares 2,984 Value ($000) $242 Avg Close Range
Q1 2023
Shares 2,806 Value ($000) $232 Avg Close Range
Q4 2022
Shares 2,779 Value ($000) $243 Avg Close Range
Q3 2022
Shares 2,751 Value ($000) $198 Avg Close Range
Q2 2022
Shares 2,721 Value ($000) $195 Avg Close Range
Q1 2022
Shares 2,691 Value ($000) $206 Avg Close Range
Q4 2021
Shares 2,667 Value ($000) $148 Avg Close Range
Q3 2021
Shares 2,633 Value ($000) $137 Avg Close Range
Q2 2021
Shares 2,602 Value ($000) $140 Avg Close Range
Q1 2021
Shares 126,419 Value ($000) $3 Avg Close Range
Q4 2020
Shares 2,550 Value ($000) $97 Avg Close Range
Q3 2020
Shares 2,516 Value ($000) $75 Avg Close Range
Q2 2020
Shares 2,473 Value ($000) $94 Avg Close Range
Q1 2020
Shares 2,590 Value ($000) $75 Avg Close Range
Q4 2019
Shares 2,146 Value ($000) $129 Avg Close Range