SELECT SECTOR SPDR TR

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

VisionPoint Advisory Group, LLC's Holding History (CIK: 0001750924)

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

Q4 2025
Shares 12,260 Value ($000) $523 Avg Close Range
Q3 2025
Shares 3,854 Value ($000) $336 Avg Close Range
Q2 2025
Shares 7,588 Value ($000) $620 Avg Close Range
Q1 2025
Shares 3,722 Value ($000) $294 Avg Close Range
Q4 2024
Shares 2,971 Value ($000) $227 Avg Close Range
Q3 2024
Shares 3,792 Value ($000) $306 Avg Close Range
Q2 2024
Shares 3,811 Value ($000) $260 Avg Close Range
Q1 2024
Shares 98 Value ($000) $6 Avg Close Range
Q4 2023
Shares 7 Value ($000) $0 Avg Close Range
Q3 2023
Shares 18,954 Value ($000) $1,117 Avg Close Range
Q2 2023
Shares 1,475 Value ($000) $97 Avg Close Range
Q1 2022
Shares 4,629 Value ($000) $327 Avg Close Range
Q4 2021
Shares 5,097 Value ($000) $349 Avg Close Range
Q3 2021
Shares 4,931 Value ($000) $331 Avg Close Range
Q2 2021
Shares 6,526 Value ($000) $413 Avg Close Range
Q1 2021
Shares 11,263 Value ($000) $721 Avg Close Range
Q4 2020
Shares 7,358 Value ($000) $461 Avg Close Range