SELECT SECTOR SPDR TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 160 Value ($000) $19 Avg Close — Range —
Q3 2025
Shares 80 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 80 Value ($000) $17 Avg Close — Range —