SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 14,683 Value ($000) $656 Avg Close — Range —
Q3 2025
Shares 7,341 Value ($000) $656 Avg Close — Range —
Q2 2025
Shares 7,171 Value ($000) $608 Avg Close — Range —
Q1 2025
Shares 7,154 Value ($000) $669 Avg Close — Range —
Q4 2024
Shares 7,021 Value ($000) $601 Avg Close — Range —
Q3 2024
Shares 6,907 Value ($000) $606 Avg Close — Range —
Q2 2024
Shares 7,102 Value ($000) $647 Avg Close — Range —
Q1 2024
Shares 7,102 Value ($000) $671 Avg Close — Range —
Q4 2023
Shares 8,105 Value ($000) $680 Avg Close — Range —
Q3 2023
Shares 7,767 Value ($000) $702 Avg Close — Range —
Q2 2023
Shares 7,527 Value ($000) $611 Avg Close — Range —
Q1 2023
Shares 7,453 Value ($000) $617 Avg Close — Range —
Q4 2022
Shares 7,271 Value ($000) $636 Avg Close — Range —
Q3 2022
Shares 8,141 Value ($000) $586 Avg Close — Range —
Q2 2022
Shares 8,329 Value ($000) $596 Avg Close — Range —
Q1 2022
Shares 8,123 Value ($000) $621 Avg Close — Range —
Q1 2021
Shares 8,167 Value ($000) $401 Avg Close — Range —
Q4 2020
Shares 7,005 Value ($000) $265 Avg Close — Range —