SELECT SECTOR SPDR TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 22,520 Value ($000) $961 Avg Close — Range —
Q3 2025
Shares 11,260 Value ($000) $982 Avg Close — Range —
Q2 2025
Shares 11,709 Value ($000) $956 Avg Close — Range —
Q1 2025
Shares 12,205 Value ($000) $962 Avg Close — Range —
Q4 2024
Shares 13,110 Value ($000) $992 Avg Close — Range —
Q3 2024
Shares 13,140 Value ($000) $1,061 Avg Close — Range —
Q2 2024
Shares 13,490 Value ($000) $919 Avg Close — Range —
Q1 2024
Shares 14,095 Value ($000) $925 Avg Close — Range —
Q4 2023
Shares 15,255 Value ($000) $966 Avg Close — Range —
Q3 2023
Shares 12,910 Value ($000) $761 Avg Close — Range —
Q2 2023
Shares 10,795 Value ($000) $706 Avg Close — Range —
Q1 2023
Shares 11,025 Value ($000) $746 Avg Close — Range —
Q4 2022
Shares 11,935 Value ($000) $841 Avg Close — Range —
Q3 2022
Shares 10,560 Value ($000) $692 Avg Close — Range —
Q2 2022
Shares 10,235 Value ($000) $718 Avg Close — Range —
Q1 2022
Shares 10,735 Value ($000) $813 Avg Close — Range —
Q4 2021
Shares 10,518 Value ($000) $752 Avg Close — Range —