SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 16,565 Value ($000) $1,287 Avg Close — Range —
Q3 2025
Shares 16,288 Value ($000) $1,277 Avg Close — Range —
Q2 2025
Shares 12,213 Value ($000) $989 Avg Close — Range —
Q1 2025
Shares 16,886 Value ($000) $1,379 Avg Close — Range —
Q4 2024
Shares 13,554 Value ($000) $1,065 Avg Close — Range —
Q3 2024
Shares 13,080 Value ($000) $1,086 Avg Close — Range —
Q2 2024
Shares 11,458 Value ($000) $877 Avg Close — Range —
Q1 2024
Shares 7,120 Value ($000) $544 Avg Close — Range —
Q4 2023
Shares 7,146 Value ($000) $515 Avg Close — Range —
Q3 2023
Shares 7,814 Value ($000) $538 Avg Close — Range —
Q2 2023
Shares 8,348 Value ($000) $619 Avg Close — Range —
Q1 2023
Shares 6,474 Value ($000) $484 Avg Close — Range —
Q4 2022
Shares 6,347 Value ($000) $473 Avg Close — Range —
Q3 2022
Shares 5,984 Value ($000) $399 Avg Close — Range —
Q2 2022
Shares 6,254 Value ($000) $451 Avg Close — Range —
Q1 2022
Shares 5,984 Value ($000) $454 Avg Close — Range —
Q4 2021
Shares 5,684 Value ($000) $438 Avg Close — Range —