SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001352860)

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

Q4 2025
Shares 51,534 Value ($000) $2,304 Avg Close Range
Q3 2025
Shares 26,266 Value ($000) $2,347 Avg Close Range
Q2 2025
Shares 26,347 Value ($000) $2,234 Avg Close Range
Q1 2025
Shares 25,901 Value ($000) $2,420 Avg Close Range
Q3 2023
Shares 200 Value ($000) $18 Avg Close Range
Q2 2023
Shares 200 Value ($000) $16 Avg Close Range
Q1 2023
Shares 169 Value ($000) $14 Avg Close Range
Q4 2022
Shares 327 Value ($000) $29 Avg Close Range
Q3 2022
Shares 327 Value ($000) $24 Avg Close Range
Q2 2022
Shares 127 Value ($000) $9 Avg Close Range
Q1 2022
Shares 127 Value ($000) $10 Avg Close Range
Q4 2021
Shares 77 Value ($000) $4 Avg Close Range
Q3 2018
Shares 300 Value ($000) $23 Avg Close Range
Q2 2018
Shares 300 Value ($000) $23 Avg Close Range
Q1 2018
Shares 300 Value ($000) $20 Avg Close Range
Q4 2017
Shares 300 Value ($000) $21 Avg Close Range
Q3 2017
Shares 621 Value ($000) $43 Avg Close Range
Q2 2017
Shares 620 Value ($000) $40 Avg Close Range
Q1 2017
Shares 619 Value ($000) $43 Avg Close Range
Q4 2016
Shares 802 Value ($000) $61 Avg Close Range
Q3 2016
Shares 1,028 Value ($000) $73 Avg Close Range
Q2 2016
Shares 1,028 Value ($000) $71 Avg Close Range
Q1 2016
Shares 1,327 Value ($000) $82 Avg Close Range
Q4 2015
Shares 1,826 Value ($000) $110 Avg Close Range
Q3 2015
Shares 2,725 Value ($000) $167 Avg Close Range
Q2 2015
Shares 2,724 Value ($000) $205 Avg Close Range
Q1 2015
Shares 3,123 Value ($000) $242 Avg Close Range
Q4 2014
Shares 3,296 Value ($000) $260 Avg Close Range
Q3 2014
Shares 4,695 Value ($000) $425 Avg Close Range
Q2 2014
Shares 4,694 Value ($000) $470 Avg Close Range
Q1 2014
Shares 493 Value ($000) $44 Avg Close Range
Q4 2013
Shares 493 Value ($000) $44 Avg Close Range