SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 55,811 Value ($000) $2,495 Avg Close — Range —
Q3 2025
Shares 27,772 Value ($000) $2,481 Avg Close — Range —
Q2 2025
Shares 27,626 Value ($000) $2,343 Avg Close — Range —
Q1 2025
Shares 22,542 Value ($000) $2,107 Avg Close — Range —
Q4 2024
Shares 15,181 Value ($000) $1,300 Avg Close — Range —
Q3 2024
Shares 11,567 Value ($000) $1,016 Avg Close — Range —
Q2 2024
Shares 18,869 Value ($000) $1,720 Avg Close — Range —
Q1 2024
Shares 18,704 Value ($000) $1,766 Avg Close — Range —
Q4 2023
Shares 28,082 Value ($000) $2,354 Avg Close — Range —
Q3 2023
Shares 24,430 Value ($000) $2,208 Avg Close — Range —
Q2 2023
Shares 25,993 Value ($000) $2,110 Avg Close — Range —
Q1 2023
Shares 6,957 Value ($000) $576 Avg Close — Range —
Q4 2022
Shares 6,545 Value ($000) $573 Avg Close — Range —
Q3 2022
Shares 6,848 Value ($000) $0 Avg Close — Range —