SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 28,547 Value ($000) $1,276 Avg Close — Range —
Q3 2025
Shares 15,251 Value ($000) $1,363 Avg Close — Range —
Q2 2025
Shares 15,853 Value ($000) $1,345 Avg Close — Range —
Q1 2025
Shares 15,822 Value ($000) $1,479 Avg Close — Range —
Q4 2024
Shares 16,058 Value ($000) $1,376 Avg Close — Range —
Q3 2024
Shares 16,978 Value ($000) $1,491 Avg Close — Range —
Q2 2024
Shares 15,728 Value ($000) $1,434 Avg Close — Range —
Q1 2024
Shares 14,221 Value ($000) $1,343 Avg Close — Range —
Q4 2023
Shares 12,681 Value ($000) $1,063 Avg Close — Range —
Q3 2023
Shares 12,525 Value ($000) $1,132 Avg Close — Range —
Q2 2023
Shares 12,467 Value ($000) $1,012 Avg Close — Range —
Q1 2023
Shares 12,448 Value ($000) $1,031 Avg Close — Range —
Q4 2022
Shares 12,728 Value ($000) $1,113 Avg Close — Range —
Q3 2022
Shares 13,958 Value ($000) $1,005 Avg Close — Range —
Q2 2022
Shares 13,936 Value ($000) $997 Avg Close — Range —
Q1 2022
Shares 14,134 Value ($000) $1,080 Avg Close — Range —
Q4 2021
Shares 14,123 Value ($000) $784 Avg Close — Range —
Q3 2021
Shares 13,887 Value ($000) $723 Avg Close — Range —
Q2 2021
Shares 13,853 Value ($000) $746 Avg Close — Range —
Q1 2021
Shares 13,825 Value ($000) $678 Avg Close — Range —
Q4 2020
Shares 27,100 Value ($000) $1,027 Avg Close — Range —