SELECT SECTOR SPDR TR

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

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 17,178 Value ($000) $733 Avg Close — Range —
Q3 2025
Shares 7,074 Value ($000) $617 Avg Close — Range —
Q2 2025
Shares 6,810 Value ($000) $556 Avg Close — Range —
Q2 2024
Shares 2,990 Value ($000) $204 Avg Close — Range —
Q4 2023
Shares 3,475 Value ($000) $220 Avg Close — Range —
Q3 2023
Shares 52,887 Value ($000) $3,117 Avg Close — Range —
Q2 2023
Shares 50,769 Value ($000) $3,322 Avg Close — Range —
Q1 2023
Shares 49,576 Value ($000) $3,356 Avg Close — Range —
Q4 2022
Shares 42,499 Value ($000) $2,996 Avg Close — Range —