SELECT SECTOR SPDR TR

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

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q3 2025
Shares 2,660 Value ($000) $232 Avg Close — Range —
Q2 2025
Shares 8,741 Value ($000) $714 Avg Close — Range —
Q4 2024
Shares 20,924 Value ($000) $1,584 Avg Close — Range —
Q4 2022
Shares 6,293 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 6,404 Value ($000) $420 Avg Close — Range —
Q2 2022
Shares 6,301 Value ($000) $442 Avg Close — Range —
Q1 2022
Shares 6,676 Value ($000) $497 Avg Close — Range —
Q4 2021
Shares 5,360 Value ($000) $384 Avg Close — Range —
Q3 2021
Shares 5,514 Value ($000) $352 Avg Close — Range —
Q2 2021
Shares 5,144 Value ($000) $325 Avg Close — Range —