SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 8,665 Value ($000) $370 Avg Close — Range —
Q3 2025
Shares 4,476 Value ($000) $390 Avg Close — Range —
Q2 2025
Shares 6,061 Value ($000) $495 Avg Close — Range —
Q1 2025
Shares 4,447 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 4,236 Value ($000) $321 Avg Close — Range —
Q3 2024
Shares 4,004 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 4,036 Value ($000) $275 Avg Close — Range —
Q1 2024
Shares 4,002 Value ($000) $285 Avg Close — Range —
Q4 2023
Shares 1,909 Value ($000) $121 Avg Close — Range —
Q3 2023
Shares 5,861 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 5,826 Value ($000) $381 Avg Close — Range —
Q1 2023
Shares 5,841 Value ($000) $395 Avg Close — Range —
Q4 2022
Shares 5,839 Value ($000) $412 Avg Close — Range —
Q3 2022
Shares 1,735 Value ($000) $114 Avg Close — Range —
Q2 2022
Shares 1,684 Value ($000) $118 Avg Close — Range —
Q1 2022
Shares 1,676 Value ($000) $125 Avg Close — Range —
Q4 2021
Shares 1,753 Value ($000) $125 Avg Close — Range —
Q3 2021
Shares 619 Value ($000) $40 Avg Close — Range —
Q2 2021
Shares 375 Value ($000) $24 Avg Close — Range —
Q3 2020
Shares 117 Value ($000) $7 Avg Close — Range —