SELECT SECTOR SPDR TR

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

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 11,142 Value ($000) $1,330 Avg Close — Range —
Q3 2025
Shares 5,935 Value ($000) $1,422 Avg Close — Range —
Q2 2025
Shares 6,006 Value ($000) $1,305 Avg Close — Range —
Q1 2025
Shares 5,977 Value ($000) $1,180 Avg Close — Range —
Q4 2024
Shares 6,210 Value ($000) $1,411 Avg Close — Range —
Q3 2024
Shares 6,317 Value ($000) $1,244 Avg Close — Range —
Q2 2024
Shares 6,374 Value ($000) $1,211 Avg Close — Range —
Q1 2024
Shares 6,626 Value ($000) $1,154 Avg Close — Range —
Q3 2023
Shares 7,024 Value ($000) $1,135 Avg Close — Range —
Q2 2023
Shares 7,613 Value ($000) $1,293 Avg Close — Range —
Q1 2023
Shares 7,870 Value ($000) $1,164 Avg Close — Range —
Q4 2022
Shares 7,855 Value ($000) $1,009 Avg Close — Range —
Q3 2022
Shares 6,394 Value ($000) $931 Avg Close — Range —
Q2 2022
Shares 6,264 Value ($000) $917 Avg Close — Range —
Q1 2022
Shares 6,140 Value ($000) $1,137 Avg Close — Range —
Q4 2021
Shares 6,047 Value ($000) $1,272 Avg Close — Range —
Q3 2021
Shares 5,900 Value ($000) $1,059 Avg Close — Range —