SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 10,501 Value ($000) $500 Avg Close — Range —
Q3 2025
Shares 5,468 Value ($000) $489 Avg Close — Range —
Q2 2025
Shares 5,440 Value ($000) $479 Avg Close — Range —
Q1 2025
Shares 5,566 Value ($000) $439 Avg Close — Range —
Q4 2024
Shares 5,565 Value ($000) $508 Avg Close — Range —
Q3 2024
Shares 5,574 Value ($000) $508 Avg Close — Range —
Q2 2024
Shares 5,573 Value ($000) $495 Avg Close — Range —
Q1 2024
Shares 5,630 Value ($000) $551 Avg Close — Range —
Q2 2023
Shares 3,161 Value ($000) $257 Avg Close — Range —
Q4 2022
Shares 3,073 Value ($000) $278 Avg Close — Range —
Q3 2022
Shares 1,319 Value ($000) $95 Avg Close — Range —
Q2 2022
Shares 1,754 Value ($000) $125 Avg Close — Range —
Q1 2022
Shares 300 Value ($000) $23 Avg Close — Range —
Q4 2021
Shares 200 Value ($000) $11 Avg Close — Range —
Q3 2021
Shares 200 Value ($000) $10 Avg Close — Range —