SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q2 2025
Shares 2,385 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 6,408 Value ($000) $599 Avg Close — Range —
Q4 2024
Shares 6,454 Value ($000) $553 Avg Close — Range —
Q3 2024
Shares 6,758 Value ($000) $593 Avg Close — Range —
Q2 2024
Shares 6,758 Value ($000) $616 Avg Close — Range —
Q4 2023
Shares 2,594 Value ($000) $217 Avg Close — Range —
Q3 2023
Shares 2,244 Value ($000) $203 Avg Close — Range —
Q1 2023
Shares 4,069 Value ($000) $335 Avg Close — Range —
Q4 2022
Shares 2,492 Value ($000) $218 Avg Close — Range —