SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 39,107 Value ($000) $1,748 Avg Close — Range —
Q3 2025
Shares 30,220 Value ($000) $2,700 Avg Close — Range —
Q2 2025
Shares 31,255 Value ($000) $2,651 Avg Close — Range —
Q1 2025
Shares 101,332 Value ($000) $9,469 Avg Close — Range —
Q4 2024
Shares 90,057 Value ($000) $7,714 Avg Close — Range —
Q3 2024
Shares 74,156 Value ($000) $6,511 Avg Close — Range —
Q2 2024
Shares 56,901 Value ($000) $5,187 Avg Close — Range —
Q1 2024
Shares 48,935 Value ($000) $4,620 Avg Close — Range —
Q4 2023
Shares 3,039 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 3,052 Value ($000) $276 Avg Close — Range —
Q2 2023
Shares 3,052 Value ($000) $248 Avg Close — Range —
Q1 2023
Shares 4,147 Value ($000) $343 Avg Close — Range —
Q4 2022
Shares 9,645 Value ($000) $844 Avg Close — Range —
Q3 2022
Shares 4,314 Value ($000) $311 Avg Close — Range —
Q2 2022
Shares 5,284 Value ($000) $378 Avg Close — Range —
Q4 2021
Shares 4,193 Value ($000) $233 Avg Close — Range —