SELECT SECTOR SPDR TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 1,831 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 919 Value ($000) $220 Avg Close — Range —
Q2 2025
Shares 1,095 Value ($000) $238 Avg Close — Range —
Q4 2024
Shares 1,048 Value ($000) $235 Avg Close — Range —
Q3 2024
Shares 1,035 Value ($000) $207 Avg Close — Range —
Q3 2021
Shares 1,373 Value ($000) $246 Avg Close — Range —
Q2 2021
Shares 1,644 Value ($000) $294 Avg Close — Range —
Q1 2021
Shares 1,644 Value ($000) $276 Avg Close — Range —
Q4 2020
Shares 1,644 Value ($000) $264 Avg Close — Range —
Q2 2020
Shares 1,207 Value ($000) $154 Avg Close — Range —
Q1 2019
Shares 1,868 Value ($000) $213 Avg Close — Range —