SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 7,060 Value ($000) $316 Avg Close — Range —
Q3 2025
Shares 4,010 Value ($000) $358 Avg Close — Range —
Q2 2025
Shares 4,010 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 4,050 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 8,826 Value ($000) $756 Avg Close — Range —
Q3 2024
Shares 3,945 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 2,960 Value ($000) $270 Avg Close — Range —
Q1 2024
Shares 3,000 Value ($000) $283 Avg Close — Range —
Q4 2023
Shares 3,068 Value ($000) $257 Avg Close — Range —
Q1 2022
Shares 2,635 Value ($000) $201 Avg Close — Range —