SELECT SECTOR SPDR TR

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

Clientfirst Wealth Management, LLC's Holding History (CIK: 0001915494)

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

Q4 2025
Shares 9,848 Value ($000) $420 Avg Close Range
Q3 2025
Shares 4,924 Value ($000) $429 Avg Close Range
Q2 2025
Shares 4,924 Value ($000) $402 Avg Close Range
Q1 2025
Shares 5,424 Value ($000) $428 Avg Close Range
Q4 2024
Shares 4,924 Value ($000) $373 Avg Close Range
Q2 2022
Shares 3,890 Value ($000) $273 Avg Close Range
Q1 2022
Shares 3,890 Value ($000) $289 Avg Close Range
Q4 2021
Shares 3,890 Value ($000) $285 Avg Close Range