SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 42,574 Value ($000) $6,604 Avg Close Range
Q3 2025
Shares 38,218 Value ($000) $5,894 Avg Close Range
Q2 2025
Shares 23,674 Value ($000) $3,492 Avg Close Range
Q1 2025
Shares 33,445 Value ($000) $4,384 Avg Close Range
Q4 2024
Shares 15,353 Value ($000) $2,023 Avg Close Range
Q3 2024
Shares 39,675 Value ($000) $5,374 Avg Close Range
Q2 2024
Shares 70,249 Value ($000) $8,561 Avg Close Range
Q1 2024
Shares 63,054 Value ($000) $7,942 Avg Close Range
Q4 2023
Shares 34,871 Value ($000) $3,975 Avg Close Range
Q3 2023
Shares 25,317 Value ($000) $2,567 Avg Close Range