SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q2 2025
Shares 1,410 Value ($000) $120 Avg Close — Range —
Q1 2025
Shares 1,410 Value ($000) $132 Avg Close — Range —
Q4 2024
Shares 1,410 Value ($000) $121 Avg Close — Range —
Q3 2024
Shares 1,410 Value ($000) $124 Avg Close — Range —
Q2 2024
Shares 1,430 Value ($000) $130 Avg Close — Range —
Q1 2024
Shares 1,610 Value ($000) $152 Avg Close — Range —
Q4 2023
Shares 3,680 Value ($000) $309 Avg Close — Range —
Q3 2023
Shares 3,680 Value ($000) $333 Avg Close — Range —
Q2 2023
Shares 3,410 Value ($000) $277 Avg Close — Range —
Q1 2023
Shares 3,860 Value ($000) $320 Avg Close — Range —
Q4 2022
Shares 2,490 Value ($000) $218 Avg Close — Range —
Q3 2022
Shares 800 Value ($000) $58 Avg Close — Range —