SELECT SECTOR SPDR TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 22,256 Value ($000) $950 Avg Close Range
Q3 2025
Shares 8,928 Value ($000) $779 Avg Close Range
Q2 2025
Shares 8,370 Value ($000) $683 Avg Close Range
Q1 2025
Shares 10,927 Value ($000) $862 Avg Close Range
Q4 2024
Shares 8,485 Value ($000) $642 Avg Close Range
Q3 2024
Shares 6,079 Value ($000) $491 Avg Close Range
Q2 2024
Shares 5,606 Value ($000) $382 Avg Close Range
Q1 2024
Shares 5,720 Value ($000) $376 Avg Close Range
Q4 2023
Shares 6,215 Value ($000) $394 Avg Close Range
Q3 2023
Shares 6,009 Value ($000) $354 Avg Close Range
Q2 2023
Shares 8,128 Value ($000) $532 Avg Close Range
Q1 2023
Shares 7,687 Value ($000) $520 Avg Close Range
Q4 2022
Shares 9,879 Value ($000) $696 Avg Close Range
Q3 2022
Shares 8,044 Value ($000) $527 Avg Close Range
Q2 2022
Shares 6,265 Value ($000) $439 Avg Close Range
Q1 2022
Shares 5,950 Value ($000) $443 Avg Close Range
Q4 2021
Shares 4,982 Value ($000) $357 Avg Close Range
Q3 2021
Shares 8,107 Value ($000) $518 Avg Close Range
Q2 2021
Shares 8,115 Value ($000) $513 Avg Close Range
Q4 2020
Shares 4,134 Value ($000) $259 Avg Close Range
Q1 2020
Shares 3,726 Value ($000) $206 Avg Close Range
Q4 2018
Shares 23 Value ($000) $1 Avg Close Range