SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

BCS Wealth Management's Holding History (CIK: 0001798172)

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

Q4 2025
Shares 11,442 Value ($000) $512 Avg Close — Range —
Q3 2025
Shares 2,861 Value ($000) $256 Avg Close — Range —
Q2 2025
Shares 2,861 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,760 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,760 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,770 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,612 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,612 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,612 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 2,612 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 2,900 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 2,900 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 2,650 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 2,650 Value ($000) $203 Avg Close — Range —