SELECT SECTOR SPDR TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 150,818 Value ($000) $6,438 Avg Close — Range —
Q3 2025
Shares 87,732 Value ($000) $7,651 Avg Close — Range —
Q2 2025
Shares 86,937 Value ($000) $7,086 Avg Close — Range —
Q1 2025
Shares 101,696 Value ($000) $8,019 Avg Close — Range —
Q4 2024
Shares 75,404 Value ($000) $5,707 Avg Close — Range —
Q3 2024
Shares 73,956 Value ($000) $5,974 Avg Close — Range —
Q2 2024
Shares 76,545 Value ($000) $5,210 Avg Close — Range —
Q1 2024
Shares 84,078 Value ($000) $11,029 Avg Close — Range —
Q4 2023
Shares 83,779 Value ($000) $5,109 Avg Close — Range —
Q3 2023
Shares 115,947 Value ($000) $6,833 Avg Close — Range —
Q2 2023
Shares 101,423 Value ($000) $6,637 Avg Close — Range —
Q1 2023
Shares 88,585 Value ($000) $5,996 Avg Close — Range —
Q4 2022
Shares 68,694 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 64,958 Value ($000) $4,255 Avg Close — Range —
Q2 2022
Shares 66,231 Value ($000) $4,645 Avg Close — Range —
Q1 2022
Shares 16,639 Value ($000) $1,239 Avg Close — Range —
Q4 2021
Shares 32,625 Value ($000) $2,335 Avg Close — Range —
Q3 2021
Shares 17,500 Value ($000) $1,118 Avg Close — Range —
Q2 2021
Shares 24,432 Value ($000) $1,547 Avg Close — Range —
Q1 2021
Shares 36,328 Value ($000) $2,250 Avg Close — Range —