SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 182,043 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 172,819 Value ($000) $587 Avg Close — Range —
Q2 2025
Shares 254,973 Value ($000) $6,228 Avg Close — Range —
Q1 2025
Shares 237,723 Value ($000) $6,765 Avg Close — Range —
Q4 2024
Shares 230,326 Value ($000) $4,080 Avg Close — Range —
Q3 2024
Shares 4,191 Value ($000) $368 Avg Close — Range —
Q2 2024
Shares 2,710 Value ($000) $247 Avg Close — Range —
Q1 2024
Shares 2,750 Value ($000) $260 Avg Close — Range —
Q4 2023
Shares 2,706 Value ($000) $227 Avg Close — Range —
Q3 2023
Shares 2,635 Value ($000) $238 Avg Close — Range —
Q2 2023
Shares 2,691 Value ($000) $218 Avg Close — Range —
Q1 2023
Shares 2,640 Value ($000) $219 Avg Close — Range —
Q4 2022
Shares 2,405 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 1,688 Value ($000) $129 Avg Close — Range —