SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

WEALTH EFFECTS LLC's Holding History (CIK: 0001907254)

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

Q4 2025
Shares 17,256 Value ($000) $772 Avg Close — Range —
Q3 2025
Shares 8,693 Value ($000) $777 Avg Close — Range —
Q2 2025
Shares 8,775 Value ($000) $744 Avg Close — Range —
Q1 2025
Shares 9,342 Value ($000) $873 Avg Close — Range —
Q4 2024
Shares 10,177 Value ($000) $872 Avg Close — Range —
Q3 2024
Shares 10,121 Value ($000) $889 Avg Close — Range —
Q2 2024
Shares 9,656 Value ($000) $880 Avg Close — Range —
Q1 2024
Shares 10,595 Value ($000) $1,000 Avg Close — Range —
Q4 2023
Shares 10,703 Value ($000) $897 Avg Close — Range —
Q3 2023
Shares 3,448 Value ($000) $312 Avg Close — Range —
Q2 2023
Shares 3,520 Value ($000) $286 Avg Close — Range —
Q1 2023
Shares 3,531 Value ($000) $292 Avg Close — Range —
Q4 2022
Shares 5,328 Value ($000) $466 Avg Close — Range —
Q3 2022
Shares 4,418 Value ($000) $318 Avg Close — Range —
Q2 2022
Shares 8,863 Value ($000) $634 Avg Close — Range —
Q1 2022
Shares 11,114 Value ($000) $850 Avg Close — Range —
Q4 2021
Shares 7,010 Value ($000) $389 Avg Close — Range —