SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 54,911 Value ($000) $2,455 Avg Close — Range —
Q3 2025
Shares 27,500 Value ($000) $2,457 Avg Close — Range —
Q2 2025
Shares 28,563 Value ($000) $2,422 Avg Close — Range —
Q1 2025
Shares 28,538 Value ($000) $2,667 Avg Close — Range —
Q4 2024
Shares 28,562 Value ($000) $2,447 Avg Close — Range —
Q3 2024
Shares 29,018 Value ($000) $2,548 Avg Close — Range —
Q2 2024
Shares 28,709 Value ($000) $2,617 Avg Close — Range —
Q1 2024
Shares 28,942 Value ($000) $2,732 Avg Close — Range —
Q4 2023
Shares 27,474 Value ($000) $2,303 Avg Close — Range —
Q3 2023
Shares 25,074 Value ($000) $2,266 Avg Close — Range —
Q2 2023
Shares 25,191 Value ($000) $2,045 Avg Close — Range —
Q1 2023
Shares 25,316 Value ($000) $2,097 Avg Close — Range —
Q4 2022
Shares 25,562 Value ($000) $2,236 Avg Close — Range —
Q3 2022
Shares 25,491 Value ($000) $1,836 Avg Close — Range —
Q2 2022
Shares 25,589 Value ($000) $1,830 Avg Close — Range —
Q1 2022
Shares 24,858 Value ($000) $1,900 Avg Close — Range —
Q4 2021
Shares 24,816 Value ($000) $1,377 Avg Close — Range —
Q3 2021
Shares 22,823 Value ($000) $1,189 Avg Close — Range —
Q2 2021
Shares 21,234 Value ($000) $1,144 Avg Close — Range —
Q1 2021
Shares 21,161 Value ($000) $1,038 Avg Close — Range —
Q4 2020
Shares 18,657 Value ($000) $707 Avg Close — Range —
Q3 2020
Shares 13,913 Value ($000) $417 Avg Close — Range —
Q2 2020
Shares 15,684 Value ($000) $594 Avg Close — Range —
Q1 2020
Shares 16,087 Value ($000) $467 Avg Close — Range —
Q4 2019
Shares 14,387 Value ($000) $864 Avg Close — Range —
Q3 2019
Shares 18,717 Value ($000) $1,108 Avg Close — Range —
Q2 2019
Shares 19,845 Value ($000) $1,264 Avg Close — Range —
Q1 2019
Shares 20,157 Value ($000) $1,333 Avg Close — Range —
Q4 2018
Shares 20,702 Value ($000) $1,187 Avg Close — Range —
Q3 2018
Shares 23,635 Value ($000) $1,801 Avg Close — Range —
Q2 2018
Shares 25,161 Value ($000) $1,918 Avg Close — Range —
Q1 2018
Shares 23,174 Value ($000) $1,696 Avg Close — Range —
Q4 2017
Shares 24,021 Value ($000) $1,742 Avg Close — Range —
Q3 2017
Shares 22,754 Value ($000) $1,551 Avg Close — Range —
Q2 2017
Shares 24,180 Value ($000) $1,555 Avg Close — Range —
Q3 2014
Shares 13,521 Value ($000) $1,241 Avg Close — Range —
Q2 2014
Shares 14,537 Value ($000) $1,455 Avg Close — Range —
Q1 2014
Shares 14,703 Value ($000) $1,309 Avg Close — Range —
Q4 2013
Shares 14,962 Value ($000) $1,324 Avg Close — Range —
Q3 2013
Shares 92 Value ($000) $8 Avg Close — Range —