SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

BOK Financial Private Wealth, Inc.'s Holding History (CIK: 0001317348)

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

Q4 2025
Shares 4,946 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 2,473 Value ($000) $221 Avg Close — Range —
Q2 2025
Shares 2,473 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 2,693 Value ($000) $252 Avg Close — Range —
Q4 2024
Shares 2,841 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 13,118 Value ($000) $1,152 Avg Close — Range —
Q2 2024
Shares 13,118 Value ($000) $1,196 Avg Close — Range —
Q1 2024
Shares 13,118 Value ($000) $1,238 Avg Close — Range —
Q4 2023
Shares 14,075 Value ($000) $1,180 Avg Close — Range —
Q3 2023
Shares 13,929 Value ($000) $1,259 Avg Close — Range —
Q2 2023
Shares 13,929 Value ($000) $1,131 Avg Close — Range —
Q1 2023
Shares 14,074 Value ($000) $1,166 Avg Close — Range —
Q4 2022
Shares 13,961 Value ($000) $1,221 Avg Close — Range —
Q3 2022
Shares 2,621 Value ($000) $189 Avg Close — Range —
Q2 2022
Shares 2,621 Value ($000) $187 Avg Close — Range —
Q1 2022
Shares 2,621 Value ($000) $200 Avg Close — Range —