SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Sendero Wealth Management, LLC's Holding History (CIK: 0001639375)

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

Q4 2025
Shares 64,805 Value ($000) $2,767 Avg Close — Range —
Q3 2025
Shares 23,375 Value ($000) $2,039 Avg Close — Range —
Q2 2025
Shares 23,375 Value ($000) $1,909 Avg Close — Range —
Q1 2025
Shares 23,375 Value ($000) $1,843 Avg Close — Range —
Q4 2024
Shares 23,375 Value ($000) $1,769 Avg Close — Range —
Q3 2024
Shares 23,375 Value ($000) $1,888 Avg Close — Range —
Q2 2024
Shares 23,375 Value ($000) $1,593 Avg Close — Range —
Q1 2024
Shares 24,633 Value ($000) $1,617 Avg Close — Range —
Q4 2023
Shares 24,633 Value ($000) $1,560 Avg Close — Range —
Q3 2023
Shares 24,633 Value ($000) $1,452 Avg Close — Range —
Q2 2023
Shares 24,633 Value ($000) $1,612 Avg Close — Range —