SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q3 2025
Shares 2,577 Value ($000) $230 Avg Close — Range —
Q3 2024
Shares 4,514 Value ($000) $396 Avg Close — Range —
Q2 2024
Shares 4,639 Value ($000) $423 Avg Close — Range —
Q1 2024
Shares 5,694 Value ($000) $538 Avg Close — Range —
Q4 2023
Shares 6,113 Value ($000) $513 Avg Close — Range —
Q3 2023
Shares 6,321 Value ($000) $571 Avg Close — Range —
Q2 2023
Shares 5,757 Value ($000) $510 Avg Close — Range —
Q1 2023
Shares 5,657 Value ($000) $444 Avg Close — Range —
Q4 2022
Shares 6,261 Value ($000) $548 Avg Close — Range —
Q3 2022
Shares 6,402 Value ($000) $461 Avg Close — Range —
Q2 2022
Shares 5,596 Value ($000) $400 Avg Close — Range —