SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

BOK Financial Private Wealth, Inc.'s Holding History (CIK: 0001317348)

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

Q4 2025
Shares 2,834 Value ($000) $338 Avg Close Range
Q3 2025
Shares 417 Value ($000) $100 Avg Close Range
Q2 2025
Shares 417 Value ($000) $91 Avg Close Range
Q1 2025
Shares 417 Value ($000) $82 Avg Close Range
Q4 2024
Shares 417 Value ($000) $94 Avg Close Range
Q2 2024
Shares 250 Value ($000) $46 Avg Close Range
Q1 2024
Shares 250 Value ($000) $46 Avg Close Range
Q4 2023
Shares 73 Value ($000) $13 Avg Close Range