SELECT SECTOR SPDR TR

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

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 44,556 Value ($000) $1,902 Avg Close — Range —
Q2 2025
Shares 21,891 Value ($000) $1,788 Avg Close — Range —
Q1 2025
Shares 6,639 Value ($000) $524 Avg Close — Range —
Q4 2022
Shares 36,561 Value ($000) $2,578 Avg Close — Range —
Q3 2022
Shares 31,256 Value ($000) $2,048 Avg Close — Range —
Q2 2022
Shares 28,547 Value ($000) $2,002 Avg Close — Range —
Q4 2020
Shares 46,550 Value ($000) $3,519 Avg Close — Range —