SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

StrongBox Wealth, LLC's Holding History (CIK: 0001812155)

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

Q4 2025
Shares 198,040 Value ($000) $7,991 Avg Close Range
Q3 2025
Shares 192,371 Value ($000) $8,105 Avg Close Range
Q2 2025
Shares 102,602 Value ($000) $4,250 Avg Close Range
Q1 2025
Shares 100,220 Value ($000) $4,194 Avg Close Range
Q4 2024
Shares 96,567 Value ($000) $3,927 Avg Close Range
Q3 2024
Shares 97,223 Value ($000) $4,343 Avg Close Range
Q2 2024
Shares 89,512 Value ($000) $3,438 Avg Close Range
Q1 2024
Shares 86,934 Value ($000) $3,437 Avg Close Range
Q4 2023
Shares 92,244 Value ($000) $3,695 Avg Close Range
Q3 2023
Shares 96,904 Value ($000) $3,302 Avg Close Range
Q2 2023
Shares 109,160 Value ($000) $4,114 Avg Close Range
Q1 2023
Shares 127,556 Value ($000) $4,768 Avg Close Range
Q4 2022
Shares 135,882 Value ($000) $5,018 Avg Close Range
Q3 2022
Shares 131,798 Value ($000) $4,746 Avg Close Range
Q2 2022
Shares 124,593 Value ($000) $5,091 Avg Close Range
Q1 2022
Shares 126,710 Value ($000) $6,123 Avg Close Range
Q4 2021
Shares 127,905 Value ($000) $6,627 Avg Close Range
Q3 2021
Shares 120,157 Value ($000) $5,341 Avg Close Range
Q2 2021
Shares 133,250 Value ($000) $5,907 Avg Close Range
Q1 2021
Shares 131,962 Value ($000) $5,211 Avg Close Range
Q4 2020
Shares 138,007 Value ($000) $5,046 Avg Close Range
Q3 2020
Shares 131,656 Value ($000) $4,643 Avg Close Range
Q2 2020
Shares 103,026 Value ($000) $3,586 Avg Close Range
Q1 2020
Shares 67,479 Value ($000) $2,092 Avg Close Range