SELECT SECTOR SPDR TR

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

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025
Shares 238,632 Value ($000) $10,187 Avg Close — Range —
Q3 2025
Shares 128,930 Value ($000) $11,244 Avg Close — Range —
Q2 2025
Shares 73,497 Value ($000) $6,002 Avg Close — Range —
Q1 2025
Shares 49,628 Value ($000) $3,913 Avg Close — Range —
Q4 2024
Shares 61,408 Value ($000) $4,648 Avg Close — Range —
Q3 2024
Shares 77,139 Value ($000) $6,231 Avg Close — Range —
Q2 2024
Shares 122,017 Value ($000) $8,314 Avg Close — Range —
Q1 2024
Shares 74,783 Value ($000) $4,909 Avg Close — Range —
Q4 2023
Shares 40,744 Value ($000) $2,580 Avg Close — Range —
Q3 2023
Shares 68,832 Value ($000) $4,056 Avg Close — Range —
Q2 2023
Shares 143,374 Value ($000) $9,382 Avg Close — Range —
Q1 2023
Shares 144,296 Value ($000) $9,767 Avg Close — Range —
Q4 2022
Shares 190,311 Value ($000) $13,417 Avg Close — Range —
Q3 2022
Shares 184,103 Value ($000) $12 Avg Close — Range —
Q2 2022
Shares 36,327 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 11,901 Value ($000) $1 Avg Close — Range —
Q4 2021
Shares 9,126 Value ($000) $1 Avg Close — Range —
Q3 2021
Shares 7,788 Value ($000) $0 Avg Close — Range —
Q2 2021
Shares 4,010 Value ($000) $0 Avg Close — Range —
Q1 2021
Shares 21,574 Value ($000) $1 Avg Close — Range —
Q4 2020
Shares 21,097 Value ($000) $1 Avg Close — Range —
Q3 2020
Shares 19,942 Value ($000) $1 Avg Close — Range —
Q1 2019
Shares 6,111 Value ($000) $356 Avg Close — Range —
Q4 2018
Shares 6,310 Value ($000) $334 Avg Close — Range —