SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 8,719 Value ($000) $1,353 Avg Close Range
Q3 2025
Shares 8,713 Value ($000) $1,344 Avg Close Range
Q2 2025
Shares 9,852 Value ($000) $1,453 Avg Close Range
Q1 2025
Shares 9,857 Value ($000) $1,292 Avg Close Range
Q4 2024
Shares 10,243 Value ($000) $1,350 Avg Close Range
Q3 2024
Shares 10,338 Value ($000) $1,400 Avg Close Range
Q2 2024
Shares 8,844 Value ($000) $1,078 Avg Close Range
Q1 2024
Shares 9,200 Value ($000) $1,159 Avg Close Range
Q4 2023
Shares 9,995 Value ($000) $1,139 Avg Close Range
Q3 2023
Shares 10,074 Value ($000) $1,021 Avg Close Range
Q2 2023
Shares 10,206 Value ($000) $1,095 Avg Close Range
Q1 2023
Shares 10,181 Value ($000) $1,030 Avg Close Range
Q4 2022
Shares 10,382 Value ($000) $1,020 Avg Close Range
Q3 2022
Shares 20,711 Value ($000) $1,716 Avg Close Range
Q2 2022
Shares 29,314 Value ($000) $2,560 Avg Close Range
Q1 2022
Shares 33,426 Value ($000) $3,442 Avg Close Range
Q4 2021
Shares 34,745 Value ($000) $3,676 Avg Close Range
Q3 2021
Shares 33,974 Value ($000) $3,324 Avg Close Range
Q2 2021
Shares 32,440 Value ($000) $3,322 Avg Close Range
Q1 2021
Shares 30,823 Value ($000) $3,035 Avg Close Range
Q4 2020
Shares 28,845 Value ($000) $2,554 Avg Close Range