SELECT SECTOR SPDR TR

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

CARY STREET PARTNERS FINANCIAL LLC's Holding History (CIK: 0001475045)

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

Q4 2025
Shares 91,863 Value ($000) $3,922 Avg Close — Range —
Q3 2025
Shares 47,443 Value ($000) $4,138 Avg Close — Range —
Q2 2025
Shares 49,877 Value ($000) $4,073 Avg Close — Range —
Q1 2025
Shares 33,396 Value ($000) $2,633 Avg Close — Range —
Q4 2024
Shares 35,173 Value ($000) $2,662 Avg Close — Range —