SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 14,821 Value ($000) $663 Avg Close — Range —
Q3 2025
Shares 5,403 Value ($000) $483 Avg Close — Range —
Q2 2025
Shares 3,592 Value ($000) $305 Avg Close — Range —
Q4 2024
Shares 130,054 Value ($000) $11,140 Avg Close — Range —
Q1 2024
Shares 2,802 Value ($000) $265 Avg Close — Range —
Q4 2023
Shares 2,471 Value ($000) $207 Avg Close — Range —
Q3 2022
Shares 9,984 Value ($000) $719 Avg Close — Range —
Q2 2021
Shares 10,870 Value ($000) $586 Avg Close — Range —
Q1 2021
Shares 9,216 Value ($000) $452 Avg Close — Range —
Q4 2019
Shares 32,938 Value ($000) $1,978 Avg Close — Range —