SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Elmwood Wealth Management, Inc.'s Holding History (CIK: 0001731927)

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

Q4 2025
Shares 4,829 Value ($000) $216 Avg Close Range
Q1 2020
Shares 54 Value ($000) $3,648 Avg Close Range
Q3 2019
Shares 108 Value ($000) $6 Avg Close Range
Q2 2019
Shares 111 Value ($000) $7 Avg Close Range
Q1 2019
Shares 111 Value ($000) $7 Avg Close Range
Q4 2018
Shares 111 Value ($000) $6 Avg Close Range
Q3 2018
Shares 54 Value ($000) $4,101 Avg Close Range
Q2 2018
Shares 54 Value ($000) $4,110 Avg Close Range
Q1 2018
Shares 54 Value ($000) $3,648 Avg Close Range