SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q3 2025
Shares 2,620 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 2,619 Value ($000) $222 Avg Close — Range —
Q1 2025
Shares 5,493 Value ($000) $513 Avg Close — Range —
Q4 2024
Shares 7,165 Value ($000) $614 Avg Close — Range —
Q3 2024
Shares 7,152 Value ($000) $628 Avg Close — Range —
Q2 2024
Shares 7,717 Value ($000) $703 Avg Close — Range —
Q1 2024
Shares 7,692 Value ($000) $726 Avg Close — Range —
Q4 2023
Shares 7,666 Value ($000) $643 Avg Close — Range —