SELECT SECTOR SPDR TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 23,030 Value ($000) $983 Avg Close — Range —
Q3 2025
Shares 7,898 Value ($000) $689 Avg Close — Range —
Q2 2025
Shares 8,462 Value ($000) $691 Avg Close — Range —
Q1 2025
Shares 8,522 Value ($000) $672 Avg Close — Range —
Q4 2024
Shares 8,523 Value ($000) $645 Avg Close — Range —
Q3 2024
Shares 8,522 Value ($000) $688 Avg Close — Range —
Q2 2024
Shares 8,520 Value ($000) $581 Avg Close — Range —
Q1 2024
Shares 8,300 Value ($000) $545 Avg Close — Range —
Q4 2023
Shares 12,839 Value ($000) $813 Avg Close — Range —
Q3 2023
Shares 8,901 Value ($000) $525 Avg Close — Range —
Q2 2023
Shares 8,900 Value ($000) $582 Avg Close — Range —
Q3 2019
Shares 48,848 Value ($000) $3,162 Avg Close — Range —
Q2 2019
Shares 48,202 Value ($000) $2,874 Avg Close — Range —
Q1 2019
Shares 86,405 Value ($000) $5,026 Avg Close — Range —
Q4 2018
Shares 102,059 Value ($000) $5,401 Avg Close — Range —
Q2 2018
Shares 80,444 Value ($000) $4,180 Avg Close — Range —
Q3 2017
Shares 57,486 Value ($000) $3,050 Avg Close — Range —