SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

REUTER JAMES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001894484)

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

Q4 2025
Shares 7,305 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 141,955 Value ($000) $12,682 Avg Close — Range —
Q2 2025
Shares 5,054 Value ($000) $429 Avg Close — Range —
Q1 2025
Shares 4,731 Value ($000) $442 Avg Close — Range —
Q4 2024
Shares 94,269 Value ($000) $8,075 Avg Close — Range —
Q3 2024
Shares 89,161 Value ($000) $7,828 Avg Close — Range —
Q3 2023
Shares 44,383 Value ($000) $4,012 Avg Close — Range —
Q4 2022
Shares 37,247 Value ($000) $3,258 Avg Close — Range —
Q3 2022
Shares 37,238 Value ($000) $2,682 Avg Close — Range —
Q2 2022
Shares 36,607 Value ($000) $2,618 Avg Close — Range —
Q1 2022
Shares 53,963 Value ($000) $4,125 Avg Close — Range —
Q4 2021
Shares 113,195 Value ($000) $6,282 Avg Close — Range —