SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Kellett Wealth Advisors, LLC's Holding History (CIK: 0001910381)

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

Q1 2024
Shares 23,506 Value ($000) $2,219 Avg Close Range
Q4 2023
Shares 15,945 Value ($000) $1,337 Avg Close Range
Q3 2023
Shares 3,490 Value ($000) $315 Avg Close Range
Q1 2022
Shares 99,425 Value ($000) $7,600 Avg Close Range
Q4 2021
Shares 105,320 Value ($000) $5,845 Avg Close Range