SELECT SECTOR SPDR TR

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

Kerntke Otto McGlone Wealth Management Group's Holding History (CIK: 0001804116)

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

Q4 2025
Shares 65,695 Value ($000) $2,805 Avg Close — Range —
Q3 2025
Shares 32,345 Value ($000) $2,821 Avg Close — Range —
Q2 2025
Shares 35,455 Value ($000) $2,895 Avg Close — Range —
Q1 2025
Shares 29,183 Value ($000) $2,301 Avg Close — Range —
Q4 2024
Shares 24,049 Value ($000) $1,820 Avg Close — Range —
Q3 2024
Shares 21,472 Value ($000) $1,735 Avg Close — Range —
Q2 2024
Shares 20,448 Value ($000) $1,393 Avg Close — Range —
Q1 2024
Shares 20,406 Value ($000) $1,340 Avg Close — Range —
Q4 2023
Shares 20,020 Value ($000) $1,268 Avg Close — Range —
Q3 2023
Shares 19,666 Value ($000) $1,159 Avg Close — Range —
Q2 2023
Shares 18,258 Value ($000) $1,195 Avg Close — Range —
Q1 2023
Shares 17,828 Value ($000) $1,207 Avg Close — Range —
Q4 2022
Shares 17,344 Value ($000) $1,223 Avg Close — Range —
Q3 2022
Shares 16,835 Value ($000) $1,103 Avg Close — Range —
Q2 2022
Shares 18,246 Value ($000) $1,280 Avg Close — Range —
Q4 2021
Shares 17,927 Value ($000) $1,283 Avg Close — Range —
Q2 2021
Shares 28,549 Value ($000) $1,805 Avg Close — Range —
Q1 2021
Shares 28,731 Value ($000) $1,840 Avg Close — Range —
Q4 2020
Shares 28,430 Value ($000) $1,783 Avg Close — Range —
Q3 2020
Shares 29,494 Value ($000) $1,751 Avg Close — Range —
Q2 2020
Shares 30,998 Value ($000) $1,749 Avg Close — Range —
Q1 2020
Shares 31,215 Value ($000) $1,730 Avg Close — Range —
Q4 2019
Shares 33,866 Value ($000) $2,188 Avg Close — Range —