SELECT SECTOR SPDR TR

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

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 87,165 Value ($000) $3,721 Avg Close — Range —
Q3 2025
Shares 31,107 Value ($000) $2,713 Avg Close — Range —
Q2 2025
Shares 26,731 Value ($000) $2,183 Avg Close — Range —
Q1 2025
Shares 24,056 Value ($000) $1,897 Avg Close — Range —
Q4 2024
Shares 18,058 Value ($000) $1,367 Avg Close — Range —
Q3 2024
Shares 16,354 Value ($000) $1,321 Avg Close — Range —
Q2 2024
Shares 13,613 Value ($000) $928 Avg Close — Range —
Q1 2024
Shares 11,418 Value ($000) $750 Avg Close — Range —
Q4 2023
Shares 12,109 Value ($000) $767 Avg Close — Range —
Q3 2023
Shares 11,330 Value ($000) $668 Avg Close — Range —
Q2 2023
Shares 13,136 Value ($000) $860 Avg Close — Range —
Q1 2023
Shares 14,235 Value ($000) $964 Avg Close — Range —
Q4 2022
Shares 16,027 Value ($000) $1,130 Avg Close — Range —
Q3 2022
Shares 13,424 Value ($000) $879 Avg Close — Range —
Q2 2022
Shares 13,463 Value ($000) $944 Avg Close — Range —
Q1 2022
Shares 15,326 Value ($000) $1,141 Avg Close — Range —
Q4 2021
Shares 17,219 Value ($000) $1,233 Avg Close — Range —
Q3 2021
Shares 15,906 Value ($000) $1,016 Avg Close — Range —
Q2 2021
Shares 25,110 Value ($000) $1,587 Avg Close — Range —
Q1 2021
Shares 17,154 Value ($000) $1,098 Avg Close — Range —
Q4 2020
Shares 28,058 Value ($000) $1,759 Avg Close — Range —
Q3 2020
Shares 18,931 Value ($000) $1,211,643 Avg Close — Range —
Q2 2020
Shares 20,977 Value ($000) $1,224,460 Avg Close — Range —
Q1 2020
Shares 21,168 Value ($000) $1,172,938 Avg Close — Range —
Q4 2019
Shares 21,564 Value ($000) $1,507,724 Avg Close — Range —