SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 2,820 Value ($000) $437 Avg Close Range
Q3 2025
Shares 3,336 Value ($000) $464 Avg Close Range
Q2 2025
Shares 36,182 Value ($000) $4,877 Avg Close Range
Q1 2025
Shares 16,902 Value ($000) $2,468 Avg Close Range
Q4 2024
Shares 12,271 Value ($000) $1,688 Avg Close Range
Q3 2024
Shares 14,843 Value ($000) $2,286 Avg Close Range
Q2 2024
Shares 12,378 Value ($000) $1,804 Avg Close Range
Q1 2024
Shares 11,512 Value ($000) $1,701 Avg Close Range
Q4 2023
Shares 9,513 Value ($000) $1,297 Avg Close Range
Q3 2023
Shares 9,961 Value ($000) $1,282 Avg Close Range
Q2 2023
Shares 18,721 Value ($000) $2,485 Avg Close Range
Q1 2023
Shares 16,810 Value ($000) $2,176 Avg Close Range
Q4 2022
Shares 18,563 Value ($000) $2,522 Avg Close Range