SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 27,810 Value ($000) $1,243 Avg Close — Range —
Q3 2025
Shares 15,351 Value ($000) $1,371 Avg Close — Range —
Q2 2025
Shares 59,056 Value ($000) $5,009 Avg Close — Range —
Q1 2025
Shares 59,965 Value ($000) $5,604 Avg Close — Range —
Q4 2024
Shares 56,301 Value ($000) $4,823 Avg Close — Range —
Q3 2024
Shares 55,653 Value ($000) $4,886 Avg Close — Range —
Q2 2024
Shares 70,003 Value ($000) $6,381 Avg Close — Range —
Q1 2024
Shares 67,504 Value ($000) $6,373 Avg Close — Range —
Q4 2023
Shares 62,414 Value ($000) $5,233 Avg Close — Range —
Q3 2023
Shares 61,468 Value ($000) $5,556 Avg Close — Range —
Q2 2023
Shares 59,108 Value ($000) $4,798 Avg Close — Range —
Q1 2023
Shares 57,137 Value ($000) $4,733 Avg Close — Range —
Q4 2022
Shares 36,337 Value ($000) $3,178 Avg Close — Range —
Q3 2022
Shares 36,576 Value ($000) $2,634 Avg Close — Range —
Q2 2022
Shares 74,454 Value ($000) $5,324 Avg Close — Range —
Q1 2022
Shares 79,676 Value ($000) $6,090 Avg Close — Range —
Q4 2021
Shares 75,318 Value ($000) $4,180 Avg Close — Range —
Q3 2021
Shares 72,258 Value ($000) $3,764 Avg Close — Range —
Q2 2021
Shares 69,465 Value ($000) $3,742 Avg Close — Range —
Q1 2021
Shares 51,186 Value ($000) $2,511 Avg Close — Range —