SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 1,532 Value ($000) $237 Avg Close Range
Q2 2025
Shares 1,555 Value ($000) $210 Avg Close Range
Q1 2025
Shares 1,897 Value ($000) $277 Avg Close Range
Q4 2024
Shares 1,555 Value ($000) $214 Avg Close Range
Q3 2024
Shares 1,861 Value ($000) $287 Avg Close Range
Q2 2024
Shares 2,087 Value ($000) $304 Avg Close Range
Q1 2024
Shares 1,776 Value ($000) $262 Avg Close Range
Q4 2023
Shares 3,874 Value ($000) $528 Avg Close Range
Q3 2023
Shares 7,686 Value ($000) $989 Avg Close Range
Q2 2023
Shares 8,616 Value ($000) $1,144 Avg Close Range
Q1 2023
Shares 9,158 Value ($000) $1,186 Avg Close Range
Q4 2022
Shares 8,969 Value ($000) $1,218 Avg Close Range
Q3 2022
Shares 5,858 Value ($000) $709 Avg Close Range
Q2 2022
Shares 6,387 Value ($000) $819 Avg Close Range
Q1 2022
Shares 1,645 Value ($000) $225 Avg Close Range
Q4 2021
Shares 1,612 Value ($000) $227 Avg Close Range