SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 4,842 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 2,463 Value ($000) $220 Avg Close — Range —
Q2 2025
Shares 2,635 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 2,706 Value ($000) $253 Avg Close — Range —
Q4 2024
Shares 2,699 Value ($000) $231 Avg Close — Range —
Q3 2024
Shares 2,901 Value ($000) $255 Avg Close — Range —
Q2 2024
Shares 2,901 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 3,127 Value ($000) $295 Avg Close — Range —
Q4 2023
Shares 3,377 Value ($000) $283 Avg Close — Range —
Q3 2023
Shares 19,311 Value ($000) $1,746 Avg Close — Range —
Q2 2023
Shares 62,800 Value ($000) $5,097 Avg Close — Range —
Q1 2023
Shares 91,440 Value ($000) $7,574 Avg Close — Range —
Q4 2022
Shares 87,584 Value ($000) $7,661 Avg Close — Range —
Q3 2022
Shares 86,363 Value ($000) $6,220 Avg Close — Range —
Q2 2022
Shares 82,334 Value ($000) $5,888 Avg Close — Range —
Q1 2022
Shares 36,449 Value ($000) $2,786 Avg Close — Range —