SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 7,302 Value ($000) $326 Avg Close Range
Q3 2025
Shares 5,078 Value ($000) $454 Avg Close Range
Q2 2025
Shares 4,024 Value ($000) $341 Avg Close Range
Q1 2025
Shares 3,124 Value ($000) $292 Avg Close Range
Q4 2024
Shares 4,089 Value ($000) $350 Avg Close Range
Q3 2024
Shares 5,793 Value ($000) $509 Avg Close Range
Q2 2024
Shares 6,703 Value ($000) $611 Avg Close Range
Q1 2024
Shares 6,417 Value ($000) $606 Avg Close Range
Q4 2023
Shares 6,569 Value ($000) $551 Avg Close Range
Q3 2023
Shares 8,559 Value ($000) $774 Avg Close Range
Q2 2023
Shares 8,070 Value ($000) $655 Avg Close Range
Q1 2023
Shares 7,944 Value ($000) $658 Avg Close Range
Q4 2022
Shares 8,395 Value ($000) $756 Avg Close Range
Q1 2022
Shares 11,007 Value ($000) $827 Avg Close Range
Q4 2021
Shares 9,009 Value ($000) $594 Avg Close Range
Q3 2021
Shares 8,039 Value ($000) $460 Avg Close Range
Q2 2021
Shares 8,185 Value ($000) $410 Avg Close Range
Q1 2021
Shares 4,053 Value ($000) $206 Avg Close Range
Q1 2019
Shares 3,248 Value ($000) $208 Avg Close Range
Q4 2018
Shares 3,099 Value ($000) $205 Avg Close Range
Q3 2018
Shares 3,972 Value ($000) $258 Avg Close Range
Q2 2018
Shares 62,211 Value ($000) $4,724 Avg Close Range
Q1 2018
Shares 48,886 Value ($000) $3,295 Avg Close Range
Q4 2017
Shares 32,728 Value ($000) $2,365 Avg Close Range
Q3 2017
Shares 64,545 Value ($000) $4,420 Avg Close Range
Q1 2017
Shares 485 Value ($000) $33,985 Avg Close Range
Q3 2016
Shares 2,781 Value ($000) $194,183 Avg Close Range
Q2 2016
Shares 3,433 Value ($000) $159,037 Avg Close Range
Q4 2015
Shares 3,325 Value ($000) $135,383 Avg Close Range
Q2 2015
Shares 552 Value ($000) $41 Avg Close Range
Q1 2015
Shares 551 Value ($000) $44 Avg Close Range