SELECT SECTOR SPDR TR

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

Freedom Investment Management, Inc.'s Holding History (CIK: 0001566653)

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

Q3 2025
Shares 6,505 Value ($000) $567 Avg Close Range
Q2 2025
Shares 15,820 Value ($000) $1,292 Avg Close Range
Q1 2025
Shares 15,260 Value ($000) $1,203 Avg Close Range
Q4 2024
Shares 14,751 Value ($000) $1,117 Avg Close Range
Q3 2024
Shares 25,873 Value ($000) $2,090 Avg Close Range
Q2 2024
Shares 27,019 Value ($000) $1,841 Avg Close Range
Q1 2024
Shares 26,788 Value ($000) $1,759 Avg Close Range
Q4 2023
Shares 21,463 Value ($000) $1,359 Avg Close Range
Q3 2023
Shares 38,901 Value ($000) $2,292 Avg Close Range
Q2 2023
Shares 33,627 Value ($000) $2,201 Avg Close Range
Q1 2023
Shares 18,878 Value ($000) $1,278 Avg Close Range
Q2 2022
Shares 9,426 Value ($000) $661,066 Avg Close Range
Q4 2020
Shares 9,171 Value ($000) $575 Avg Close Range
Q4 2019
Shares 51,599 Value ($000) $3,334 Avg Close Range
Q1 2019
Shares 17,067 Value ($000) $993 Avg Close Range
Q4 2018
Shares 13,218 Value ($000) $699 Avg Close Range
Q4 2017
Shares 6,979 Value ($000) $368 Avg Close Range
Q3 2017
Shares 7,534 Value ($000) $400 Avg Close Range
Q2 2017
Shares 7,694 Value ($000) $400 Avg Close Range
Q1 2017
Shares 8,344 Value ($000) $428 Avg Close Range
Q4 2016
Shares 8,856 Value ($000) $430 Avg Close Range
Q3 2016
Shares 6,229 Value ($000) $305 Avg Close Range
Q2 2016
Shares 29,789 Value ($000) $1,563 Avg Close Range
Q1 2016
Shares 98,740 Value ($000) $4,899 Avg Close Range
Q4 2015
Shares 6,383 Value ($000) $276 Avg Close Range
Q3 2015
Shares 109,734 Value ($000) $8,747 Avg Close Range
Q2 2015
Shares 25,015 Value ($000) $1,037 Avg Close Range
Q1 2015
Shares 10,600 Value ($000) $471 Avg Close Range
Q4 2014
Shares 14,868 Value ($000) $702 Avg Close Range
Q3 2014
Shares 6,038 Value ($000) $254 Avg Close Range
Q2 2014
Shares 7,298 Value ($000) $323 Avg Close Range