SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 29,694 Value ($000) $4,597 Avg Close — Range —
Q3 2025
Shares 29,577 Value ($000) $4,116 Avg Close — Range —
Q2 2025
Shares 16,758 Value ($000) $2,259 Avg Close — Range —
Q1 2025
Shares 23,415 Value ($000) $3,419 Avg Close — Range —
Q4 2024
Shares 19,883 Value ($000) $2,735 Avg Close — Range —
Q3 2024
Shares 20,663 Value ($000) $3,183 Avg Close — Range —
Q2 2024
Shares 19,979 Value ($000) $2,912 Avg Close — Range —
Q1 2024
Shares 15,152 Value ($000) $2,238 Avg Close — Range —
Q4 2023
Shares 15,838 Value ($000) $2,160 Avg Close — Range —
Q3 2023
Shares 17,369 Value ($000) $2,236 Avg Close — Range —
Q2 2023
Shares 17,442 Value ($000) $2,315 Avg Close — Range —
Q1 2023
Shares 19,034 Value ($000) $2,464 Avg Close — Range —
Q4 2022
Shares 19,706 Value ($000) $2,677 Avg Close — Range —
Q3 2022
Shares 16,343 Value ($000) $1,979 Avg Close — Range —
Q2 2022
Shares 12,276 Value ($000) $1,574 Avg Close — Range —
Q1 2022
Shares 11,979 Value ($000) $1,641 Avg Close — Range —
Q4 2021
Shares 12,085 Value ($000) $1,703 Avg Close — Range —