SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 74,504 Value ($000) $3,331 Avg Close — Range —
Q3 2025
Shares 39,273 Value ($000) $3,509 Avg Close — Range —
Q2 2025
Shares 66,044 Value ($000) $5,589 Avg Close — Range —
Q1 2025
Shares 81,844 Value ($000) $7,648 Avg Close — Range —
Q4 2024
Shares 109,477 Value ($000) $9,378 Avg Close — Range —
Q3 2024
Shares 103,821 Value ($000) $9,115 Avg Close — Range —
Q2 2024
Shares 112,496 Value ($000) $10,240 Avg Close — Range —
Q1 2024
Shares 127,889 Value ($000) $26,127 Avg Close — Range —
Q4 2023
Shares 118,080 Value ($000) $9,467 Avg Close — Range —
Q3 2023
Shares 148,344 Value ($000) $13,409 Avg Close — Range —
Q2 2023
Shares 130,934 Value ($000) $10,628 Avg Close — Range —
Q1 2023
Shares 117,296 Value ($000) $9,716 Avg Close — Range —
Q4 2022
Shares 92,332 Value ($000) $8 Avg Close — Range —
Q3 2022
Shares 99,471 Value ($000) $7,164 Avg Close — Range —
Q2 2022
Shares 137,823 Value ($000) $9,856 Avg Close — Range —
Q1 2022
Shares 139,450 Value ($000) $10,727 Avg Close — Range —
Q4 2021
Shares 133,099 Value ($000) $7,416 Avg Close — Range —
Q3 2021
Shares 121,426 Value ($000) $6,194 Avg Close — Range —
Q2 2021
Shares 140,787 Value ($000) $7,617 Avg Close — Range —
Q1 2021
Shares 17,701 Value ($000) $865 Avg Close — Range —