SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 14,313 Value ($000) $2,220 Avg Close — Range —
Q3 2025
Shares 16,280 Value ($000) $2,511 Avg Close — Range —
Q2 2025
Shares 13,693 Value ($000) $2,020 Avg Close — Range —
Q1 2025
Shares 12,139 Value ($000) $1,591 Avg Close — Range —
Q4 2024
Shares 11,788 Value ($000) $1,553 Avg Close — Range —
Q3 2024
Shares 52,502 Value ($000) $7,111 Avg Close — Range —
Q2 2024
Shares 48,700 Value ($000) $5,935 Avg Close — Range —
Q1 2024
Shares 46,876 Value ($000) $5,905 Avg Close — Range —
Q4 2023
Shares 38,825 Value ($000) $4,426 Avg Close — Range —
Q3 2023
Shares 34,487 Value ($000) $3,496 Avg Close — Range —
Q2 2023
Shares 33,633 Value ($000) $3,610 Avg Close — Range —
Q1 2023
Shares 31,899 Value ($000) $3,228 Avg Close — Range —