SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Dougherty Wealth Advisers LLC's Holding History (CIK: 0001755933)

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

Q4 2025
Shares 3,229 Value ($000) $501 Avg Close Range
Q3 2025
Shares 3,229 Value ($000) $498 Avg Close Range
Q2 2025
Shares 3,229 Value ($000) $476 Avg Close Range
Q1 2025
Shares 3,229 Value ($000) $423 Avg Close Range
Q4 2024
Shares 3,229 Value ($000) $425 Avg Close Range
Q3 2024
Shares 3,229 Value ($000) $437 Avg Close Range
Q2 2024
Shares 3,229 Value ($000) $394 Avg Close Range
Q1 2024
Shares 3,229 Value ($000) $407 Avg Close Range
Q4 2023
Shares 3,229 Value ($000) $368 Avg Close Range
Q3 2023
Shares 3,229 Value ($000) $327 Avg Close Range
Q2 2023
Shares 3,229 Value ($000) $347 Avg Close Range
Q1 2023
Shares 3,229 Value ($000) $327 Avg Close Range
Q4 2022
Shares 3,229 Value ($000) $317 Avg Close Range
Q3 2022
Shares 3,229 Value ($000) $267 Avg Close Range
Q2 2022
Shares 3,229 Value ($000) $282 Avg Close Range
Q1 2022
Shares 3,229 Value ($000) $333 Avg Close Range
Q4 2021
Shares 3,229 Value ($000) $342 Avg Close Range
Q3 2021
Shares 3,229 Value ($000) $316 Avg Close Range
Q2 2021
Shares 3,229 Value ($000) $331 Avg Close Range
Q1 2021
Shares 3,229 Value ($000) $318 Avg Close Range
Q4 2020
Shares 3,229 Value ($000) $286 Avg Close Range
Q3 2020
Shares 3,229 Value ($000) $249 Avg Close Range
Q2 2020
Shares 3,229 Value ($000) $222 Avg Close Range
Q1 2020
Shares 3,229 Value ($000) $191 Avg Close Range
Q4 2019
Shares 3,229 Value ($000) $263 Avg Close Range
Q3 2019
Shares 3,229 Value ($000) $251 Avg Close Range
Q2 2019
Shares 3,229 Value ($000) $250 Avg Close Range
Q1 2019
Shares 3,229 Value ($000) $242 Avg Close Range
Q4 2018
Shares 3,229 Value ($000) $236 Avg Close Range