SELECT SECTOR SPDR TR

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

Oak Harvest Investment Services's Holding History (CIK: 0001839430)

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

Q2 2025
Shares 37,576 Value ($000) $3,068 Avg Close Range
Q1 2025
Shares 61,815 Value ($000) $4,874 Avg Close Range
Q3 2024
Shares 79,874 Value ($000) $6,452 Avg Close Range
Q2 2024
Shares 123,605 Value ($000) $8,422 Avg Close Range
Q1 2024
Shares 127,541 Value ($000) $8,373 Avg Close Range
Q4 2023
Shares 131,288 Value ($000) $8,314 Avg Close Range
Q3 2023
Shares 134,104 Value ($000) $7,903 Avg Close Range