SELECT SECTOR SPDR TR

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

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 32,097 Value ($000) $1,396 Avg Close — Range —
Q3 2025
Shares 17,892 Value ($000) $1,560 Avg Close — Range —
Q2 2025
Shares 17,785 Value ($000) $1,452 Avg Close — Range —
Q1 2025
Shares 15,872 Value ($000) $1,251 Avg Close — Range —
Q4 2024
Shares 15,631 Value ($000) $1,183 Avg Close — Range —
Q3 2024
Shares 14,137 Value ($000) $1,142 Avg Close — Range —
Q2 2024
Shares 6,011 Value ($000) $410 Avg Close — Range —
Q1 2024
Shares 5,270 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 5,361 Value ($000) $340 Avg Close — Range —
Q4 2021
Shares 5,347 Value ($000) $322 Avg Close — Range —