SELECT SECTOR SPDR TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 5,531 Value ($000) $236 Avg Close — Range —
Q4 2022
Shares 3,164 Value ($000) $223 Avg Close — Range —
Q3 2022
Shares 3,187 Value ($000) $209 Avg Close — Range —
Q2 2022
Shares 3,164 Value ($000) $222 Avg Close — Range —
Q1 2022
Shares 3,164 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 3,164 Value ($000) $226 Avg Close — Range —
Q3 2021
Shares 3,164 Value ($000) $202 Avg Close — Range —
Q2 2021
Shares 3,164 Value ($000) $200 Avg Close — Range —
Q1 2021
Shares 3,164 Value ($000) $203 Avg Close — Range —
Q2 2020
Shares 276 Value ($000) $16 Avg Close — Range —