SELECT SECTOR SPDR TR

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 324,853 Value ($000) $13,868 Avg Close — Range —
Q3 2025
Shares 8,536 Value ($000) $744 Avg Close — Range —
Q2 2025
Shares 45,084 Value ($000) $3,682 Avg Close — Range —
Q1 2025
Shares 50,141 Value ($000) $3,954 Avg Close — Range —
Q4 2024
Shares 35,722 Value ($000) $2,704 Avg Close — Range —
Q3 2024
Shares 45,247 Value ($000) $3,655 Avg Close — Range —
Q2 2024
Shares 43,927 Value ($000) $2,993 Avg Close — Range —
Q1 2024
Shares 29,854 Value ($000) $1,960 Avg Close — Range —
Q4 2023
Shares 30,477 Value ($000) $1,908 Avg Close — Range —
Q3 2023
Shares 4,645 Value ($000) $274 Avg Close — Range —
Q2 2023
Shares 17,844 Value ($000) $1,168 Avg Close — Range —
Q1 2023
Shares 66,438 Value ($000) $4,497 Avg Close — Range —
Q4 2022
Shares 92,987 Value ($000) $6,556 Avg Close — Range —
Q3 2022
Shares 79,056 Value ($000) $5,179 Avg Close — Range —
Q2 2022
Shares 64,366 Value ($000) $4,513 Avg Close — Range —
Q1 2022
Shares 18,021 Value ($000) $1,371 Avg Close — Range —
Q4 2021
Shares 18,358 Value ($000) $1,277 Avg Close — Range —
Q3 2021
Shares 19,897 Value ($000) $1,285 Avg Close — Range —
Q2 2021
Shares 8,000 Value ($000) $517 Avg Close — Range —
Q1 2021
Shares 8,715 Value ($000) $566 Avg Close — Range —
Q4 2020
Shares 7,582 Value ($000) $473 Avg Close — Range —
Q4 2019
Shares 18,520 Value ($000) $1,185 Avg Close — Range —
Q3 2019
Shares 18,445 Value ($000) $1,178 Avg Close — Range —
Q2 2019
Shares 13,888 Value ($000) $843 Avg Close — Range —
Q1 2019
Shares 140,763 Value ($000) $8,188 Avg Close — Range —