SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 5,957 Value ($000) $266 Avg Close — Range —
Q3 2025
Shares 3,481 Value ($000) $311 Avg Close — Range —
Q2 2025
Shares 5,865 Value ($000) $497 Avg Close — Range —
Q1 2025
Shares 46,455 Value ($000) $4,341 Avg Close — Range —
Q4 2024
Shares 26,436 Value ($000) $2,265 Avg Close — Range —
Q3 2024
Shares 11,236 Value ($000) $987 Avg Close — Range —
Q2 2024
Shares 20,941 Value ($000) $1,909 Avg Close — Range —
Q1 2024
Shares 19,627 Value ($000) $1,853 Avg Close — Range —
Q4 2023
Shares 20,294 Value ($000) $1,701 Avg Close — Range —
Q3 2023
Shares 13,130 Value ($000) $1,187 Avg Close — Range —
Q2 2023
Shares 7,383 Value ($000) $599 Avg Close — Range —
Q1 2023
Shares 5,947 Value ($000) $493 Avg Close — Range —
Q4 2022
Shares 16,594 Value ($000) $1,451 Avg Close — Range —