SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 47,925 Value ($000) $2,143 Avg Close — Range —
Q3 2025
Shares 23,964 Value ($000) $2,141 Avg Close — Range —
Q2 2025
Shares 25,095 Value ($000) $2,128 Avg Close — Range —
Q1 2025
Shares 30,870 Value ($000) $2,885 Avg Close — Range —
Q4 2024
Shares 50,405 Value ($000) $4,318 Avg Close — Range —
Q3 2024
Shares 61,502 Value ($000) $5,400 Avg Close — Range —
Q2 2024
Shares 62,304 Value ($000) $5,679 Avg Close — Range —
Q1 2024
Shares 62,016 Value ($000) $5,855 Avg Close — Range —
Q4 2023
Shares 81,125 Value ($000) $6,802 Avg Close — Range —
Q3 2023
Shares 59,513 Value ($000) $5,379 Avg Close — Range —
Q2 2023
Shares 79,114 Value ($000) $6,422 Avg Close — Range —
Q1 2023
Shares 100,788 Value ($000) $8,348 Avg Close — Range —
Q4 2022
Shares 100,498 Value ($000) $8,791 Avg Close — Range —
Q3 2022
Shares 93,455 Value ($000) $6,731 Avg Close — Range —
Q2 2022
Shares 102,614 Value ($000) $7,338 Avg Close — Range —
Q1 2022
Shares 81,920 Value ($000) $6,262 Avg Close — Range —
Q4 2021
Shares 75,292 Value ($000) $4,179 Avg Close — Range —
Q3 2021
Shares 75,821 Value ($000) $3,950 Avg Close — Range —
Q2 2021
Shares 115,828 Value ($000) $6,240 Avg Close — Range —
Q1 2021
Shares 112,229 Value ($000) $5,506 Avg Close — Range —
Q4 2020
Shares 110,351 Value ($000) $4,182 Avg Close — Range —
Q3 2020
Shares 101,842 Value ($000) $3,050 Avg Close — Range —
Q2 2020
Shares 101,907 Value ($000) $3,857 Avg Close — Range —
Q1 2020
Shares 94,785 Value ($000) $2,754 Avg Close — Range —
Q4 2018
Shares 196 Value ($000) $11 Avg Close — Range —