SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 15,059 Value ($000) $673 Avg Close Range
Q3 2025
Shares 7,346 Value ($000) $656 Avg Close Range
Q2 2025
Shares 6,831 Value ($000) $579 Avg Close Range
Q1 2025
Shares 8,303 Value ($000) $776 Avg Close Range
Q4 2024
Shares 10,366 Value ($000) $888 Avg Close Range
Q4 2021
Shares 9,115 Value ($000) $506 Avg Close Range
Q3 2021
Shares 9,260 Value ($000) $482 Avg Close Range
Q2 2021
Shares 9,086 Value ($000) $489 Avg Close Range
Q1 2021
Shares 5,941 Value ($000) $291 Avg Close Range
Q3 2020
Shares 1,079 Value ($000) $32 Avg Close Range
Q1 2020
Shares 1,073 Value ($000) $31 Avg Close Range
Q3 2019
Shares 1,863 Value ($000) $110 Avg Close Range
Q2 2019
Shares 2,458 Value ($000) $156 Avg Close Range
Q1 2019
Shares 3,572 Value ($000) $236 Avg Close Range