SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Marion Wealth Management's Holding History (CIK: 0001911097)

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

Q4 2025
Shares 39,819 Value ($000) $1,959 Avg Close — Range —
Q3 2025
Shares 19,303 Value ($000) $1,725 Avg Close — Range —
Q2 2025
Shares 19,113 Value ($000) $1,621 Avg Close — Range —
Q1 2025
Shares 18,696 Value ($000) $1,747 Avg Close — Range —
Q4 2024
Shares 17,800 Value ($000) $1,525 Avg Close — Range —
Q3 2024
Shares 17,395 Value ($000) $1,527 Avg Close — Range —
Q2 2024
Shares 16,306 Value ($000) $1,486 Avg Close — Range —
Q1 2024
Shares 15,991 Value ($000) $1,510 Avg Close — Range —
Q4 2023
Shares 15,986 Value ($000) $1,340 Avg Close — Range —
Q3 2023
Shares 15,637 Value ($000) $1,413 Avg Close — Range —
Q2 2023
Shares 15,532 Value ($000) $1,261 Avg Close — Range —
Q1 2023
Shares 15,106 Value ($000) $1,251 Avg Close — Range —
Q4 2022
Shares 13,976 Value ($000) $1,222 Avg Close — Range —
Q3 2022
Shares 12,197 Value ($000) $878 Avg Close — Range —
Q2 2022
Shares 11,094 Value ($000) $793 Avg Close — Range —
Q1 2022
Shares 17,943 Value ($000) $1,372 Avg Close — Range —
Q4 2021
Shares 19,200 Value ($000) $1,066 Avg Close — Range —