SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q4 2025
Shares 6,540 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 31,403 Value ($000) $2,806 Avg Close — Range —
Q2 2025
Shares 16,129 Value ($000) $1,368 Avg Close — Range —
Q1 2025
Shares 3,579 Value ($000) $334 Avg Close — Range —
Q4 2024
Shares 10,404 Value ($000) $891 Avg Close — Range —
Q3 2024
Shares 4,143 Value ($000) $364 Avg Close — Range —
Q2 2024
Shares 3,785 Value ($000) $345 Avg Close — Range —