SELECT SECTOR SPDR TR

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

Morningstar Investment Management LLC's Holding History (CIK: 0001673385)

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

Q1 2025
Shares 56,061 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 55,901 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 46,395 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 316,659 Value ($000) $22 Avg Close — Range —
Q1 2024
Shares 73,927 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 45,007 Value ($000) $3 Avg Close — Range —