SELECT SECTOR SPDR TR

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

Zuckerman Investment Group, LLC's Holding History (CIK: 0001423296)

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

Q4 2025
Shares 50,850 Value ($000) $2,171 Avg Close — Range —
Q3 2025
Shares 22,719 Value ($000) $1,981 Avg Close — Range —
Q2 2025
Shares 25,549 Value ($000) $2,086 Avg Close — Range —
Q1 2025
Shares 22,288 Value ($000) $1,757 Avg Close — Range —
Q4 2024
Shares 22,057 Value ($000) $1,727 Avg Close — Range —
Q3 2024
Shares 19,680 Value ($000) $1,590 Avg Close — Range —
Q2 2024
Shares 18,909 Value ($000) $1,288 Avg Close — Range —
Q1 2024
Shares 15,708 Value ($000) $1,031 Avg Close — Range —
Q4 2023
Shares 14,020 Value ($000) $888 Avg Close — Range —
Q3 2023
Shares 14,330 Value ($000) $844 Avg Close — Range —
Q2 2023
Shares 14,628 Value ($000) $957 Avg Close — Range —
Q1 2023
Shares 14,903 Value ($000) $1,009 Avg Close — Range —
Q4 2022
Shares 14,818 Value ($000) $1,045 Avg Close — Range —
Q3 2022
Shares 15,979 Value ($000) $1,047 Avg Close — Range —
Q2 2022
Shares 15,306 Value ($000) $1,073 Avg Close — Range —
Q1 2022
Shares 14,436 Value ($000) $1,075 Avg Close — Range —
Q4 2021
Shares 14,162 Value ($000) $1,014 Avg Close — Range —
Q3 2021
Shares 13,877 Value ($000) $886 Avg Close — Range —
Q2 2021
Shares 13,552 Value ($000) $857 Avg Close — Range —
Q1 2021
Shares 12,288 Value ($000) $787 Avg Close — Range —
Q4 2020
Shares 4,181 Value ($000) $262 Avg Close — Range —
Q3 2020
Shares 3,598 Value ($000) $214 Avg Close — Range —
Q2 2020
Shares 4,265 Value ($000) $241 Avg Close — Range —
Q1 2020
Shares 3,800 Value ($000) $211 Avg Close — Range —