SELECT SECTOR SPDR TR

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

PRIMORIS WEALTH ADVISORS, LLC's Holding History (CIK: 0001909619)

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

Q4 2025
Shares 25,140 Value ($000) $1,073 Avg Close Range
Q3 2025
Shares 12,926 Value ($000) $1,127 Avg Close Range
Q2 2025
Shares 14,881 Value ($000) $1,215 Avg Close Range
Q1 2025
Shares 15,998 Value ($000) $1,262 Avg Close Range
Q4 2024
Shares 49,679 Value ($000) $3,760 Avg Close Range
Q3 2024
Shares 69,496 Value ($000) $5,614 Avg Close Range
Q2 2024
Shares 56,745 Value ($000) $3,867 Avg Close Range
Q1 2024
Shares 23,729 Value ($000) $1,558 Avg Close Range
Q4 2023
Shares 23,626 Value ($000) $1,496 Avg Close Range
Q3 2023
Shares 23,542 Value ($000) $1,387 Avg Close Range
Q2 2023
Shares 62,338 Value ($000) $4,079 Avg Close Range
Q1 2023
Shares 22,342 Value ($000) $1,512 Avg Close Range
Q4 2022
Shares 22,459 Value ($000) $1,583 Avg Close Range
Q3 2022
Shares 28,681 Value ($000) $1,658 Avg Close Range
Q2 2022
Shares 24,530 Value ($000) $1,729 Avg Close Range
Q1 2022
Shares 12,650 Value ($000) $937 Avg Close Range
Q4 2021
Shares 9,700 Value ($000) $696 Avg Close Range