SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 19,292 Value ($000) $2,993 Avg Close — Range —
Q3 2025
Shares 10,236 Value ($000) $1,568 Avg Close — Range —
Q2 2025
Shares 10,258 Value ($000) $1,546 Avg Close — Range —
Q1 2025
Shares 9,883 Value ($000) $1,295 Avg Close — Range —
Q4 2024
Shares 9,227 Value ($000) $1,216 Avg Close — Range —
Q3 2024
Shares 10,398 Value ($000) $1,408 Avg Close — Range —
Q2 2024
Shares 3,357 Value ($000) $409 Avg Close — Range —
Q4 2023
Shares 2,574 Value ($000) $293 Avg Close — Range —
Q3 2023
Shares 2,479 Value ($000) $251 Avg Close — Range —
Q2 2023
Shares 2,455 Value ($000) $264 Avg Close — Range —
Q1 2023
Shares 2,454 Value ($000) $248 Avg Close — Range —
Q4 2021
Shares 6,226 Value ($000) $659 Avg Close — Range —