SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 25,254 Value ($000) $1,355 Avg Close — Range —
Q3 2025
Shares 12,055 Value ($000) $1,077 Avg Close — Range —
Q2 2025
Shares 12,359 Value ($000) $1,048 Avg Close — Range —
Q1 2025
Shares 12,374 Value ($000) $1,156 Avg Close — Range —
Q4 2024
Shares 14,397 Value ($000) $1,233 Avg Close — Range —
Q3 2024
Shares 15,168 Value ($000) $1,332 Avg Close — Range —
Q2 2024
Shares 18,375 Value ($000) $1,675 Avg Close — Range —
Q1 2024
Shares 20,100 Value ($000) $1,909 Avg Close — Range —
Q4 2023
Shares 23,920 Value ($000) $2,005 Avg Close — Range —
Q4 2021
Shares 23,881 Value ($000) $1,990 Avg Close — Range —