SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 5,066 Value ($000) $786 Avg Close Range
Q3 2025
Shares 5,119 Value ($000) $790 Avg Close Range
Q2 2025
Shares 5,210 Value ($000) $769 Avg Close Range
Q1 2025
Shares 5,280 Value ($000) $692 Avg Close Range
Q4 2024
Shares 5,335 Value ($000) $703 Avg Close Range
Q3 2024
Shares 26,820 Value ($000) $2,963 Avg Close Range
Q2 2024
Shares 5,560 Value ($000) $678 Avg Close Range
Q1 2024
Shares 5,585 Value ($000) $703 Avg Close Range
Q2 2023
Shares 5,894 Value ($000) $633 Avg Close Range
Q1 2023
Shares 6,225 Value ($000) $630 Avg Close Range