SELECT SECTOR SPDR TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 28,686 Value ($000) $1,225 Avg Close — Range —
Q3 2025
Shares 14,682 Value ($000) $1,280 Avg Close — Range —
Q2 2025
Shares 10,215 Value ($000) $834 Avg Close — Range —
Q1 2025
Shares 12,470 Value ($000) $983 Avg Close — Range —
Q4 2024
Shares 5,892 Value ($000) $446 Avg Close — Range —
Q3 2024
Shares 5,876 Value ($000) $475 Avg Close — Range —
Q2 2024
Shares 5,244 Value ($000) $357 Avg Close — Range —
Q2 2023
Shares 3,143 Value ($000) $206 Avg Close — Range —
Q1 2023
Shares 3,110 Value ($000) $210 Avg Close — Range —
Q4 2022
Shares 3,208 Value ($000) $226 Avg Close — Range —
Q3 2022
Shares 4,304 Value ($000) $282 Avg Close — Range —
Q2 2022
Shares 3,726 Value ($000) $261 Avg Close — Range —
Q1 2022
Shares 3,305 Value ($000) $246 Avg Close — Range —
Q4 2021
Shares 3,093 Value ($000) $221 Avg Close — Range —