SELECT SECTOR SPDR TR

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

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 28,712 Value ($000) $1,226 Avg Close Range
Q3 2025
Shares 14,356 Value ($000) $1,252 Avg Close Range
Q2 2025
Shares 14,356 Value ($000) $1,172 Avg Close Range
Q1 2025
Shares 14,356 Value ($000) $1,132 Avg Close Range
Q4 2024
Shares 14,022 Value ($000) $1,061 Avg Close Range
Q3 2024
Shares 14,272 Value ($000) $1,153 Avg Close Range
Q2 2024
Shares 14,022 Value ($000) $955 Avg Close Range
Q1 2024
Shares 2,122 Value ($000) $139 Avg Close Range
Q4 2023
Shares 14,022 Value ($000) $888 Avg Close Range
Q3 2023
Shares 14,022 Value ($000) $826 Avg Close Range
Q2 2023
Shares 10,022 Value ($000) $656 Avg Close Range
Q1 2023
Shares 10,622 Value ($000) $719 Avg Close Range
Q4 2022
Shares 9,786 Value ($000) $690 Avg Close Range
Q3 2022
Shares 9,772 Value ($000) $640 Avg Close Range
Q2 2022
Shares 10,503 Value ($000) $737 Avg Close Range
Q1 2022
Shares 10,492 Value ($000) $781 Avg Close Range
Q4 2021
Shares 11,050 Value ($000) $791 Avg Close Range
Q3 2021
Shares 11,013 Value ($000) $704 Avg Close Range
Q1 2021
Shares 10,903 Value ($000) $698 Avg Close Range
Q4 2020
Shares 10,424 Value ($000) $653 Avg Close Range
Q3 2020
Shares 9,831 Value ($000) $584 Avg Close Range
Q2 2020
Shares 9,031 Value ($000) $510 Avg Close Range
Q1 2020
Shares 9,031 Value ($000) $500 Avg Close Range
Q4 2019
Shares 9,031 Value ($000) $584 Avg Close Range
Q3 2019
Shares 9,031 Value ($000) $585 Avg Close Range
Q2 2019
Shares 9,031 Value ($000) $539 Avg Close Range
Q1 2019
Shares 26,186 Value ($000) $1,523 Avg Close Range
Q4 2018
Shares 9,031 Value ($000) $478 Avg Close Range
Q3 2018
Shares 9,031 Value ($000) $475 Avg Close Range
Q2 2018
Shares 9,031 Value ($000) $469 Avg Close Range
Q1 2018
Shares 9,031 Value ($000) $456 Avg Close Range
Q4 2017
Shares 10,301 Value ($000) $538 Avg Close Range