SELECT SECTOR SPDR TR

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

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q4 2025
Shares 38,187 Value ($000) $4,560 Avg Close Range
Q3 2025
Shares 3,086 Value ($000) $740 Avg Close Range
Q2 2025
Shares 4,077 Value ($000) $886 Avg Close Range
Q4 2024
Shares 4,564 Value ($000) $1,024 Avg Close Range
Q3 2024
Shares 4,362 Value ($000) $874 Avg Close Range
Q2 2024
Shares 4,429 Value ($000) $808 Avg Close Range
Q1 2024
Shares 16,980 Value ($000) $3,122 Avg Close Range
Q4 2023
Shares 15,858 Value ($000) $2,836 Avg Close Range
Q3 2023
Shares 14,800 Value ($000) $2,383 Avg Close Range
Q2 2023
Shares 16,113 Value ($000) $2,736 Avg Close Range
Q1 2023
Shares 12,616 Value ($000) $1,887 Avg Close Range