SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Jupiter Wealth Management LLC's Holding History (CIK: 0001774207)

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

Q4 2025
Shares 96,962 Value ($000) $5,234 Avg Close Range
Q3 2025
Shares 53,681 Value ($000) $4,796 Avg Close Range
Q2 2025
Shares 48,681 Value ($000) $4,169 Avg Close Range
Q1 2025
Shares 47,059 Value ($000) $3,970 Avg Close Range
Q4 2024
Shares 60,059 Value ($000) $5,145 Avg Close Range
Q3 2024
Shares 61,224 Value ($000) $5,375 Avg Close Range
Q2 2024
Shares 62,541 Value ($000) $5,829 Avg Close Range
Q1 2024
Shares 67,243 Value ($000) $6,260 Avg Close Range
Q4 2023
Shares 71,596 Value ($000) $6,003 Avg Close Range
Q3 2023
Shares 71,596 Value ($000) $5,972 Avg Close Range
Q4 2019
Shares 5,790 Value ($000) $346 Avg Close Range