SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 6,008 Value ($000) $242 Avg Close Range
Q3 2025
Shares 25,979 Value ($000) $1,095 Avg Close Range
Q2 2025
Shares 28,127 Value ($000) $1,165 Avg Close Range
Q1 2025
Shares 24,713 Value ($000) $1,034 Avg Close Range
Q4 2024
Shares 26,071 Value ($000) $1,060 Avg Close Range
Q3 2024
Shares 15,390 Value ($000) $687 Avg Close Range
Q2 2024
Shares 166,000 Value ($000) $6,376 Avg Close Range
Q1 2024
Shares 145,982 Value ($000) $5,771 Avg Close Range
Q4 2023
Shares 130,849 Value ($000) $5,077 Avg Close Range
Q2 2023
Shares 20,273 Value ($000) $764 Avg Close Range