SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

H&H Retirement Design & Management INC's Holding History (CIK: 0001802635)

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

Q4 2025
Shares 117,449 Value ($000) $5,878 Avg Close — Range —
Q3 2025
Shares 54,361 Value ($000) $4,912 Avg Close — Range —
Q2 2025
Shares 53,609 Value ($000) $4,561 Avg Close — Range —
Q1 2025
Shares 48,159 Value ($000) $3,822 Avg Close — Range —
Q4 2024
Shares 47,871 Value ($000) $4,353 Avg Close — Range —
Q3 2024
Shares 49,067 Value ($000) $4,405 Avg Close — Range —
Q2 2024
Shares 43,848 Value ($000) $4,025 Avg Close — Range —
Q1 2024
Shares 42,981 Value ($000) $4,109 Avg Close — Range —
Q4 2023
Shares 49,333 Value ($000) $4,174 Avg Close — Range —
Q3 2023
Shares 49,459 Value ($000) $4,431 Avg Close — Range —
Q2 2023
Shares 50,240 Value ($000) $4,203 Avg Close — Range —
Q1 2023
Shares 50,797 Value ($000) $4,423 Avg Close — Range —