SELECT SECTOR SPDR TR

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

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 155,657 Value ($000) $6,645 Avg Close — Range —
Q3 2025
Shares 74,672 Value ($000) $6,512 Avg Close — Range —
Q2 2025
Shares 72,168 Value ($000) $5,893 Avg Close — Range —
Q1 2025
Shares 68,036 Value ($000) $5,365 Avg Close — Range —
Q4 2024
Shares 66,240 Value ($000) $5,014 Avg Close — Range —
Q3 2024
Shares 61,643 Value ($000) $4,980 Avg Close — Range —
Q2 2024
Shares 36,176 Value ($000) $2,465 Avg Close — Range —
Q1 2024
Shares 32,559 Value ($000) $2,137 Avg Close — Range —
Q4 2023
Shares 36,219 Value ($000) $2,294 Avg Close — Range —
Q3 2023
Shares 42,961 Value ($000) $2,532 Avg Close — Range —
Q2 2023
Shares 31,937 Value ($000) $2,090 Avg Close — Range —
Q1 2023
Shares 28,685 Value ($000) $1,942 Avg Close — Range —
Q4 2022
Shares 36,219 Value ($000) $2,294 Avg Close — Range —
Q3 2022
Shares 13,397 Value ($000) $878 Avg Close — Range —
Q2 2022
Shares 12,891 Value ($000) $904 Avg Close — Range —
Q1 2022
Shares 10,689 Value ($000) $796 Avg Close — Range —
Q4 2021
Shares 8,569 Value ($000) $613 Avg Close — Range —
Q3 2021
Shares 7,606 Value ($000) $486 Avg Close — Range —
Q2 2021
Shares 5,951 Value ($000) $376 Avg Close — Range —