SELECT SECTOR SPDR TR

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

Private Wealth Partners, LLC's Holding History (CIK: 0001335851)

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

Q4 2025
Shares 2,606 Value ($000) $311 Avg Close — Range —
Q3 2025
Shares 1,754 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 1,754 Value ($000) $381 Avg Close — Range —
Q1 2025
Shares 1,754 Value ($000) $346 Avg Close — Range —
Q4 2024
Shares 1,710 Value ($000) $384 Avg Close — Range —
Q3 2024
Shares 1,710 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 1,710 Value ($000) $312 Avg Close — Range —
Q1 2024
Shares 1,710 Value ($000) $314 Avg Close — Range —
Q4 2023
Shares 1,710 Value ($000) $306 Avg Close — Range —
Q3 2023
Shares 1,356 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 1,356 Value ($000) $230 Avg Close — Range —
Q1 2023
Shares 1,356 Value ($000) $203 Avg Close — Range —
Q4 2020
Shares 1,356 Value ($000) $218 Avg Close — Range —