SELECT SECTOR SPDR TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q3 2025
Shares 3,751 Value ($000) $327 Avg Close — Range —
Q2 2025
Shares 81,670 Value ($000) $6,669 Avg Close — Range —
Q1 2025
Shares 84,390 Value ($000) $6,654 Avg Close — Range —
Q4 2024
Shares 99,506 Value ($000) $7,532 Avg Close — Range —
Q3 2024
Shares 8,366 Value ($000) $676 Avg Close — Range —
Q2 2024
Shares 84,034 Value ($000) $5,726 Avg Close — Range —
Q1 2024
Shares 4,001 Value ($000) $263 Avg Close — Range —
Q4 2023
Shares 4,468 Value ($000) $283 Avg Close — Range —
Q3 2023
Shares 4,492 Value ($000) $265 Avg Close — Range —
Q2 2023
Shares 4,759 Value ($000) $311 Avg Close — Range —
Q4 2022
Shares 6,537 Value ($000) $461 Avg Close — Range —
Q3 2022
Shares 6,537 Value ($000) $428 Avg Close — Range —
Q2 2022
Shares 29,875 Value ($000) $2,095 Avg Close — Range —
Q1 2022
Shares 8,175 Value ($000) $609 Avg Close — Range —