SELECT SECTOR SPDR TR

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

Strategic Wealth Investment Group, LLC's Holding History (CIK: 0001802365)

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

Q4 2025
Shares 129,228 Value ($000) $5,517 Avg Close — Range —
Q3 2025
Shares 116,500 Value ($000) $10,160 Avg Close — Range —
Q2 2025
Shares 5,588 Value ($000) $456 Avg Close — Range —
Q1 2025
Shares 4,968 Value ($000) $392 Avg Close — Range —
Q4 2024
Shares 62,760 Value ($000) $4,750 Avg Close — Range —
Q3 2024
Shares 76,491 Value ($000) $6,229 Avg Close — Range —