SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Hillcrest Wealth Advisors - NY, LLC's Holding History (CIK: 0001767121)

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

Q4 2025
Shares 4,500 Value ($000) $698 Avg Close Range
Q3 2025
Shares 4,500 Value ($000) $694 Avg Close Range
Q2 2025
Shares 4,500 Value ($000) $664 Avg Close Range
Q1 2025
Shares 4,500 Value ($000) $590 Avg Close Range
Q4 2024
Shares 4,500 Value ($000) $593 Avg Close Range
Q3 2024
Shares 4,500 Value ($000) $609 Avg Close Range
Q2 2024
Shares 4,500 Value ($000) $548 Avg Close Range
Q1 2024
Shares 4,750 Value ($000) $598 Avg Close Range
Q4 2023
Shares 4,750 Value ($000) $541 Avg Close Range
Q3 2023
Shares 3,750 Value ($000) $380 Avg Close Range
Q2 2023
Shares 2,500 Value ($000) $268 Avg Close Range
Q1 2023
Shares 4,000 Value ($000) $405 Avg Close Range
Q4 2022
Shares 4,000 Value ($000) $393 Avg Close Range
Q3 2022
Shares 9,625 Value ($000) $797 Avg Close Range
Q2 2022
Shares 10,600 Value ($000) $926 Avg Close Range
Q1 2022
Shares 5,650 Value ($000) $582 Avg Close Range
Q4 2021
Shares 5,600 Value ($000) $593 Avg Close Range
Q3 2021
Shares 5,600 Value ($000) $548 Avg Close Range
Q2 2021
Shares 5,600 Value ($000) $573 Avg Close Range
Q1 2021
Shares 6,000 Value ($000) $591 Avg Close Range
Q4 2020
Shares 7,800 Value ($000) $691 Avg Close Range
Q3 2020
Shares 2,950 Value ($000) $227 Avg Close Range