SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 115,997 Value ($000) $5,186 Avg Close — Range —
Q3 2025
Shares 53,273 Value ($000) $4,759 Avg Close — Range —
Q2 2025
Shares 11,272 Value ($000) $956 Avg Close — Range —
Q1 2025
Shares 10,857 Value ($000) $1,015 Avg Close — Range —
Q4 2024
Shares 8,874 Value ($000) $760 Avg Close — Range —
Q3 2024
Shares 54,045 Value ($000) $4,745 Avg Close — Range —
Q2 2024
Shares 9,596 Value ($000) $875 Avg Close — Range —
Q1 2024
Shares 7,283 Value ($000) $688 Avg Close — Range —
Q4 2023
Shares 7,497 Value ($000) $629 Avg Close — Range —
Q3 2023
Shares 9,035 Value ($000) $819 Avg Close — Range —