SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Nelson Capital Management, LLC's Holding History (CIK: 0001512611)

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

Q4 2025
Shares 92,981 Value ($000) $5,093 Avg Close Range
Q3 2025
Shares 82,616 Value ($000) $4,451 Avg Close Range
Q2 2025
Shares 80,467 Value ($000) $4,214 Avg Close Range
Q1 2025
Shares 77,840 Value ($000) $3,877 Avg Close Range
Q4 2024
Shares 66,712 Value ($000) $3,224 Avg Close Range
Q3 2024
Shares 61,776 Value ($000) $2,800 Avg Close Range
Q2 2024
Shares 53,698 Value ($000) $2,208 Avg Close Range
Q1 2024
Shares 51,600 Value ($000) $2,173 Avg Close Range
Q4 2023
Shares 48,815 Value ($000) $1,835 Avg Close Range
Q3 2023
Shares 48,047 Value ($000) $1,594 Avg Close Range
Q2 2023
Shares 43,996 Value ($000) $1,483 Avg Close Range
Q1 2023
Shares 44,264 Value ($000) $1,423 Avg Close Range
Q4 2022
Shares 41,336 Value ($000) $1,414 Avg Close Range
Q3 2022
Shares 40,731 Value ($000) $1,237 Avg Close Range
Q2 2022
Shares 38,760 Value ($000) $1,219 Avg Close Range
Q1 2022
Shares 43,266 Value ($000) $1,658 Avg Close Range
Q4 2021
Shares 42,316 Value ($000) $1,652 Avg Close Range
Q3 2021
Shares 41,674 Value ($000) $1,564 Avg Close Range
Q2 2021
Shares 42,178 Value ($000) $1,548 Avg Close Range
Q1 2021
Shares 39,672 Value ($000) $1,351 Avg Close Range
Q4 2020
Shares 42,350 Value ($000) $1,248 Avg Close Range
Q3 2020
Shares 67,490 Value ($000) $1,624 Avg Close Range
Q2 2020
Shares 83,802 Value ($000) $1,939 Avg Close Range
Q1 2020
Shares 86,795 Value ($000) $1,807 Avg Close Range
Q4 2019
Shares 85,577 Value ($000) $2,634 Avg Close Range
Q3 2019
Shares 87,957 Value ($000) $2,463 Avg Close Range
Q2 2019
Shares 87,261 Value ($000) $2,408 Avg Close Range
Q1 2019
Shares 103,688 Value ($000) $2,666 Avg Close Range
Q4 2018
Shares 100,187 Value ($000) $2,386 Avg Close Range
Q3 2018
Shares 99,894 Value ($000) $2,755 Avg Close Range
Q2 2018
Shares 98,443 Value ($000) $2,618 Avg Close Range
Q1 2018
Shares 99,323 Value ($000) $2,738 Avg Close Range
Q4 2017
Shares 96,483 Value ($000) $2,693 Avg Close Range
Q3 2017
Shares 93,538 Value ($000) $2,419 Avg Close Range
Q2 2017
Shares 89,063 Value ($000) $2,197 Avg Close Range
Q1 2017
Shares 87,563 Value ($000) $2,078 Avg Close Range
Q4 2016
Shares 81,533 Value ($000) $1,896 Avg Close Range
Q3 2016
Shares 76,177 Value ($000) $1,470 Avg Close Range
Q2 2016
Shares 71,111 Value ($000) $1,625 Avg Close Range
Q1 2016
Shares 71,823 Value ($000) $1,616 Avg Close Range
Q4 2015
Shares 70,109 Value ($000) $1,671 Avg Close Range
Q3 2015
Shares 61,581 Value ($000) $1,395 Avg Close Range
Q2 2015
Shares 59,132 Value ($000) $1,442 Avg Close Range
Q1 2015
Shares 57,682 Value ($000) $1,391 Avg Close Range
Q4 2014
Shares 54,651 Value ($000) $1,352 Avg Close Range
Q3 2014
Shares 50,371 Value ($000) $1,167 Avg Close Range
Q2 2014
Shares 48,451 Value ($000) $1,102 Avg Close Range
Q1 2014
Shares 42,911 Value ($000) $959 Avg Close Range
Q4 2013
Shares 40,113 Value ($000) $877 Avg Close Range
Q3 2013
Shares 40,363 Value ($000) $803 Avg Close Range
Q2 2013
Shares 38,703 Value ($000) $753 Avg Close Range