SELECT SECTOR SPDR TR

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

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 6,470 Value ($000) $276 Avg Close — Range —
Q3 2025
Shares 3,235 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 3,235 Value ($000) $264 Avg Close — Range —
Q1 2025
Shares 3,235 Value ($000) $255 Avg Close — Range —
Q4 2024
Shares 2,957 Value ($000) $224 Avg Close — Range —
Q3 2024
Shares 4,102 Value ($000) $331 Avg Close — Range —
Q2 2024
Shares 4,102 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 4,102 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 4,102 Value ($000) $260 Avg Close — Range —
Q3 2023
Shares 4,102 Value ($000) $242 Avg Close — Range —
Q2 2023
Shares 4,102 Value ($000) $268 Avg Close — Range —
Q1 2023
Shares 4,102 Value ($000) $278 Avg Close — Range —
Q4 2022
Shares 4,102 Value ($000) $289 Avg Close — Range —
Q3 2022
Shares 4,112 Value ($000) $269 Avg Close — Range —
Q2 2022
Shares 4,126 Value ($000) $289 Avg Close — Range —
Q1 2022
Shares 4,131 Value ($000) $308 Avg Close — Range —
Q4 2021
Shares 4,136 Value ($000) $296 Avg Close — Range —
Q3 2021
Shares 4,137 Value ($000) $264 Avg Close — Range —
Q2 2021
Shares 4,128 Value ($000) $261 Avg Close — Range —
Q1 2021
Shares 4,128 Value ($000) $264 Avg Close — Range —
Q4 2020
Shares 4,119 Value ($000) $258 Avg Close — Range —
Q3 2020
Shares 4,118 Value ($000) $245 Avg Close — Range —
Q2 2020
Shares 4,102 Value ($000) $231 Avg Close — Range —
Q1 2020
Shares 4,102 Value ($000) $227 Avg Close — Range —
Q4 2019
Shares 4,102 Value ($000) $265 Avg Close — Range —
Q3 2019
Shares 4,102 Value ($000) $266 Avg Close — Range —
Q2 2019
Shares 4,102 Value ($000) $245 Avg Close — Range —
Q1 2019
Shares 4,102 Value ($000) $239 Avg Close — Range —
Q4 2018
Shares 4,102 Value ($000) $217 Avg Close — Range —
Q3 2018
Shares 4,102 Value ($000) $216 Avg Close — Range —
Q2 2018
Shares 4,102 Value ($000) $213 Avg Close — Range —
Q1 2018
Shares 4,102 Value ($000) $207 Avg Close — Range —
Q4 2017
Shares 4,102 Value ($000) $216 Avg Close — Range —
Q3 2017
Shares 4,102 Value ($000) $218 Avg Close — Range —
Q2 2017
Shares 4,287 Value ($000) $223 Avg Close — Range —
Q1 2017
Shares 4,287 Value ($000) $220 Avg Close — Range —