SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 6,049 Value ($000) $270 Avg Close — Range —
Q3 2025
Shares 3,205 Value ($000) $286 Avg Close — Range —
Q2 2025
Shares 3,247 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 3,563 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 6,070 Value ($000) $549 Avg Close — Range —
Q3 2024
Shares 11,175 Value ($000) $981 Avg Close — Range —
Q2 2024
Shares 19,085 Value ($000) $1,740 Avg Close — Range —
Q1 2024
Shares 31,529 Value ($000) $2,977 Avg Close — Range —
Q4 2023
Shares 51,133 Value ($000) $4,287 Avg Close — Range —
Q3 2023
Shares 48,471 Value ($000) $4,381 Avg Close — Range —
Q2 2023
Shares 54,595 Value ($000) $4,431 Avg Close — Range —
Q1 2023
Shares 52,836 Value ($000) $4,376 Avg Close — Range —
Q4 2022
Shares 47,994 Value ($000) $4,198 Avg Close — Range —
Q2 2022
Shares 30,411 Value ($000) $2,175 Avg Close — Range —