SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

SWS Partners's Holding History (CIK: 0001731731)

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

Q4 2025
Shares 78,713 Value ($000) $3,519 Avg Close — Range —
Q3 2025
Shares 38,980 Value ($000) $3,482 Avg Close — Range —
Q2 2025
Shares 35,042 Value ($000) $2,972 Avg Close — Range —
Q1 2025
Shares 34,649 Value ($000) $3,238 Avg Close — Range —
Q4 2024
Shares 37,163 Value ($000) $3,183 Avg Close — Range —
Q3 2024
Shares 28,069 Value ($000) $2,464 Avg Close — Range —
Q2 2024
Shares 28,401 Value ($000) $2,589 Avg Close — Range —
Q1 2024
Shares 27,719 Value ($000) $2,617 Avg Close — Range —
Q4 2023
Shares 30,021 Value ($000) $2,517 Avg Close — Range —
Q3 2023
Shares 25,224 Value ($000) $2,280 Avg Close — Range —
Q2 2023
Shares 28,485 Value ($000) $2,312 Avg Close — Range —
Q1 2023
Shares 29,419 Value ($000) $2,437 Avg Close — Range —
Q4 2022
Shares 27,349 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 32,737 Value ($000) $2,358 Avg Close — Range —
Q4 2020
Shares 67,145 Value ($000) $2,545 Avg Close — Range —