SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025
Shares 10,564 Value ($000) $472 Avg Close — Range —
Q3 2025
Shares 7,606 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 7,486 Value ($000) $635 Avg Close — Range —
Q1 2025
Shares 7,484 Value ($000) $699 Avg Close — Range —
Q4 2024
Shares 7,341 Value ($000) $629 Avg Close — Range —
Q3 2024
Shares 7,891 Value ($000) $693 Avg Close — Range —
Q2 2024
Shares 8,454 Value ($000) $771 Avg Close — Range —
Q1 2024
Shares 8,444 Value ($000) $797 Avg Close — Range —
Q4 2023
Shares 8,314 Value ($000) $697 Avg Close — Range —
Q3 2023
Shares 8,303 Value ($000) $750 Avg Close — Range —
Q2 2023
Shares 8,213 Value ($000) $667 Avg Close — Range —
Q1 2023
Shares 7,049 Value ($000) $584 Avg Close — Range —
Q4 2022
Shares 6,088 Value ($000) $532 Avg Close — Range —
Q3 2022
Shares 5,000 Value ($000) $360 Avg Close — Range —
Q2 2022
Shares 5,000 Value ($000) $358 Avg Close — Range —
Q1 2022
Shares 5,000 Value ($000) $382 Avg Close — Range —
Q4 2021
Shares 5,000 Value ($000) $278 Avg Close — Range —
Q3 2021
Shares 5,000 Value ($000) $260 Avg Close — Range —
Q2 2021
Shares 5,000 Value ($000) $269 Avg Close — Range —