SELECT SECTOR SPDR TR

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

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 2,167 Value ($000) $92 Avg Close — Range —
Q3 2025
Shares 1,083 Value ($000) $94 Avg Close — Range —
Q2 2025
Shares 43,465 Value ($000) $3,719 Avg Close — Range —
Q1 2025
Shares 75,651 Value ($000) $5,965 Avg Close — Range —
Q4 2024
Shares 36,358 Value ($000) $2,752 Avg Close — Range —
Q3 2024
Shares 207,609 Value ($000) $16,771 Avg Close — Range —
Q2 2024
Shares 102,211 Value ($000) $6,965 Avg Close — Range —
Q1 2024
Shares 5,635 Value ($000) $370 Avg Close — Range —
Q4 2023
Shares 6,608 Value ($000) $438 Avg Close — Range —
Q3 2023
Shares 5,525 Value ($000) $365 Avg Close — Range —
Q2 2023
Shares 16,790 Value ($000) $1,099 Avg Close — Range —
Q1 2023
Shares 53,662 Value ($000) $3,702 Avg Close — Range —
Q3 2020
Shares 104,658 Value ($000) $6,214 Avg Close — Range —