SELECT SECTOR SPDR TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 5,364 Value ($000) $229 Avg Close Range
Q3 2025
Shares 2,738 Value ($000) $239 Avg Close Range
Q2 2025
Shares 2,681 Value ($000) $219 Avg Close Range
Q1 2025
Shares 2,641 Value ($000) $208 Avg Close Range
Q4 2024
Shares 3,169 Value ($000) $240 Avg Close Range
Q3 2024
Shares 3,544 Value ($000) $286 Avg Close Range
Q2 2024
Shares 2,987 Value ($000) $204 Avg Close Range
Q1 2024
Shares 1,907 Value ($000) $125 Avg Close Range
Q4 2023
Shares 1,904 Value ($000) $121 Avg Close Range
Q3 2023
Shares 1,891 Value ($000) $111 Avg Close Range
Q2 2023
Shares 1,914 Value ($000) $125 Avg Close Range
Q1 2023
Shares 2,536 Value ($000) $172 Avg Close Range
Q4 2022
Shares 9,223 Value ($000) $650 Avg Close Range
Q3 2022
Shares 8,394 Value ($000) $589 Avg Close Range
Q2 2022
Shares 8,394 Value ($000) $589 Avg Close Range
Q1 2022
Shares 18,496 Value ($000) $1,377 Avg Close Range
Q4 2021
Shares 17,547 Value ($000) $1,256 Avg Close Range
Q3 2021
Shares 5,071 Value ($000) $324 Avg Close Range
Q2 2021
Shares 4,571 Value ($000) $289 Avg Close Range
Q1 2021
Shares 4,410 Value ($000) $283 Avg Close Range
Q4 2020
Shares 3,032 Value ($000) $190 Avg Close Range
Q3 2020
Shares 2,568 Value ($000) $152 Avg Close Range
Q2 2020
Shares 6,794 Value ($000) $383 Avg Close Range
Q1 2020
Shares 2,099 Value ($000) $116 Avg Close Range
Q4 2019
Shares 735 Value ($000) $47 Avg Close Range