SELECT SECTOR SPDR TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 142 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 71 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 71 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 71 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 71 Value ($000) $5 Avg Close — Range —
Q3 2024
Shares 71 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 71 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 71 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 71 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 98 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 71 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 71 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 71 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 71 Value ($000) $5 Avg Close — Range —
Q2 2022
Shares 71 Value ($000) $5 Avg Close — Range —
Q1 2022
Shares 71 Value ($000) $5 Avg Close — Range —
Q4 2021
Shares 71 Value ($000) $5 Avg Close — Range —
Q3 2021
Shares 71 Value ($000) $5 Avg Close — Range —
Q2 2021
Shares 71 Value ($000) $4 Avg Close — Range —
Q1 2021
Shares 4,547 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 71 Value ($000) $4 Avg Close — Range —
Q3 2020
Shares 71 Value ($000) $4 Avg Close — Range —
Q2 2020
Shares 71 Value ($000) $4 Avg Close — Range —
Q1 2020
Shares 71 Value ($000) $4 Avg Close — Range —
Q4 2019
Shares 71 Value ($000) $5 Avg Close — Range —