SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 1,586 Value ($000) $246 Avg Close Range
Q3 2025
Shares 1,586 Value ($000) $245 Avg Close Range
Q2 2025
Shares 1,586 Value ($000) $234 Avg Close Range
Q1 2025
Shares 1,481 Value ($000) $194 Avg Close Range
Q4 2024
Shares 1,481 Value ($000) $195 Avg Close Range
Q3 2024
Shares 1,990 Value ($000) $270 Avg Close Range
Q2 2024
Shares 1,594 Value ($000) $194 Avg Close Range
Q1 2024
Shares 1,976 Value ($000) $249 Avg Close Range
Q4 2023
Shares 1,921 Value ($000) $219 Avg Close Range
Q3 2023
Shares 1,892 Value ($000) $192 Avg Close Range
Q2 2023
Shares 1,909 Value ($000) $205 Avg Close Range
Q1 2023
Shares 1,892 Value ($000) $191 Avg Close Range
Q4 2022
Shares 1,602 Value ($000) $157 Avg Close Range
Q3 2022
Shares 1,602 Value ($000) $133 Avg Close Range
Q2 2022
Shares 1,579 Value ($000) $138 Avg Close Range
Q1 2022
Shares 1,690 Value ($000) $174 Avg Close Range
Q4 2021
Shares 1,990 Value ($000) $211 Avg Close Range
Q3 2021
Shares 1,663 Value ($000) $163 Avg Close Range
Q2 2021
Shares 1,663 Value ($000) $170 Avg Close Range
Q1 2021
Shares 1,488 Value ($000) $146 Avg Close Range
Q4 2020
Shares 960 Value ($000) $85 Avg Close Range
Q3 2020
Shares 910 Value ($000) $70 Avg Close Range
Q2 2020
Shares 3,085 Value ($000) $212 Avg Close Range
Q1 2020
Shares 1,127 Value ($000) $67 Avg Close Range
Q4 2019
Shares 1,167 Value ($000) $95 Avg Close Range