SELECT SECTOR SPDR TR

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

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 28,577 Value ($000) $1,220 Avg Close — Range —
Q3 2025
Shares 14,293 Value ($000) $1,270 Avg Close — Range —
Q2 2025
Shares 13,823 Value ($000) $1,196 Avg Close — Range —
Q1 2025
Shares 13,727 Value ($000) $1,082 Avg Close — Range —
Q4 2024
Shares 10,206 Value ($000) $772 Avg Close — Range —
Q3 2024
Shares 9,165 Value ($000) $740 Avg Close — Range —
Q2 2024
Shares 7,587 Value ($000) $517 Avg Close — Range —
Q1 2024
Shares 11,410 Value ($000) $774 Avg Close — Range —
Q4 2023
Shares 6,554 Value ($000) $415 Avg Close — Range —