SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q4 2025
Shares 46,249 Value ($000) $2,068 Avg Close Range
Q3 2025
Shares 23,690 Value ($000) $2,116 Avg Close Range
Q2 2025
Shares 29,118 Value ($000) $2,469 Avg Close Range
Q1 2025
Shares 22,100 Value ($000) $2,065 Avg Close Range
Q4 2024
Shares 21,869 Value ($000) $1,873 Avg Close Range
Q4 2022
Shares 41,078 Value ($000) $4 Avg Close Range
Q3 2022
Shares 41,418 Value ($000) $2,983 Avg Close Range
Q2 2022
Shares 41,482 Value ($000) $2,966 Avg Close Range
Q1 2022
Shares 25,145 Value ($000) $1,922 Avg Close Range
Q4 2021
Shares 24,884 Value ($000) $1,381 Avg Close Range
Q3 2021
Shares 25,417 Value ($000) $1,324 Avg Close Range
Q2 2021
Shares 24,587 Value ($000) $1,325 Avg Close Range
Q1 2021
Shares 21,196 Value ($000) $1,040 Avg Close Range
Q2 2019
Shares 178 Value ($000) $11 Avg Close Range