SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Beaird Harris Wealth Management, LLC's Holding History (CIK: 0001908938)

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

Q4 2025
Shares 89 Value ($000) $4 Avg Close Range
Q3 2025
Shares 45 Value ($000) $4 Avg Close Range
Q2 2025
Shares 44 Value ($000) $4 Avg Close Range
Q1 2025
Shares 44 Value ($000) $4 Avg Close Range
Q4 2024
Shares 44 Value ($000) $4 Avg Close Range
Q3 2024
Shares 2,379 Value ($000) $209 Avg Close Range
Q2 2024
Shares 244 Value ($000) $22 Avg Close Range
Q1 2024
Shares 244 Value ($000) $23 Avg Close Range
Q4 2023
Shares 242 Value ($000) $20 Avg Close Range
Q3 2023
Shares 148 Value ($000) $13 Avg Close Range
Q2 2023
Shares 219 Value ($000) $18 Avg Close Range
Q1 2023
Shares 128 Value ($000) $11 Avg Close Range
Q4 2022
Shares 128 Value ($000) $11 Avg Close Range
Q3 2022
Shares 127 Value ($000) $9 Avg Close Range
Q2 2022
Shares 1,127 Value ($000) $81 Avg Close Range
Q1 2022
Shares 1,142 Value ($000) $87 Avg Close Range
Q4 2021
Shares 55 Value ($000) $3 Avg Close Range