SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 76,660 Value ($000) $5,955 Avg Close — Range —
Q3 2025
Shares 89,743 Value ($000) $7,033 Avg Close — Range —
Q2 2025
Shares 127,598 Value ($000) $10,312 Avg Close — Range —
Q1 2025
Shares 158,537 Value ($000) $12,948 Avg Close — Range —
Q4 2024
Shares 136,144 Value ($000) $10,702 Avg Close — Range —
Q3 2024
Shares 139,707 Value ($000) $11,596 Avg Close — Range —
Q2 2024
Shares 127,707 Value ($000) $9,765 Avg Close — Range —
Q1 2024
Shares 132,263 Value ($000) $25,128 Avg Close — Range —
Q4 2023
Shares 144,067 Value ($000) $10,380 Avg Close — Range —
Q3 2023
Shares 222,074 Value ($000) $15,281 Avg Close — Range —
Q2 2023
Shares 198,206 Value ($000) $14,701 Avg Close — Range —
Q1 2023
Shares 152,916 Value ($000) $11,424 Avg Close — Range —
Q4 2022
Shares 130,276 Value ($000) $10 Avg Close — Range —
Q3 2022
Shares 143,012 Value ($000) $9,543 Avg Close — Range —
Q2 2022
Shares 153,709 Value ($000) $11,095 Avg Close — Range —
Q1 2022
Shares 157,202 Value ($000) $11,949 Avg Close — Range —
Q4 2021
Shares 193,152 Value ($000) $14,945 Avg Close — Range —
Q3 2021
Shares 184,967 Value ($000) $12,734 Avg Close — Range —
Q2 2021
Shares 221,840 Value ($000) $15,563 Avg Close — Range —
Q1 2021
Shares 217,993 Value ($000) $14,792 Avg Close — Range —