SELECT SECTOR SPDR TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 37,349 Value ($000) $4,460 Avg Close — Range —
Q3 2025
Shares 18,246 Value ($000) $4,373 Avg Close — Range —
Q2 2025
Shares 9,246 Value ($000) $2,010 Avg Close — Range —
Q1 2025
Shares 12,506 Value ($000) $2,469 Avg Close — Range —
Q4 2024
Shares 10,625 Value ($000) $2,384 Avg Close — Range —
Q3 2024
Shares 10,879 Value ($000) $2,180 Avg Close — Range —
Q2 2024
Shares 10,599 Value ($000) $1,933 Avg Close — Range —
Q1 2024
Shares 7,495 Value ($000) $1,378 Avg Close — Range —
Q4 2023
Shares 7,442 Value ($000) $1,331 Avg Close — Range —
Q3 2023
Shares 7,218 Value ($000) $1,162 Avg Close — Range —
Q2 2023
Shares 7,270 Value ($000) $1,235 Avg Close — Range —
Q1 2023
Shares 7,656 Value ($000) $1,145 Avg Close — Range —
Q4 2022
Shares 7,956 Value ($000) $1,028 Avg Close — Range —
Q3 2022
Shares 9,141 Value ($000) $1,302 Avg Close — Range —
Q2 2022
Shares 9,666 Value ($000) $1,329 Avg Close — Range —
Q1 2022
Shares 9,831 Value ($000) $1,819 Avg Close — Range —
Q4 2021
Shares 9,559 Value ($000) $1,954 Avg Close — Range —