SELECT SECTOR SPDR TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 29,766 Value ($000) $1,271 Avg Close Range
Q3 2025
Shares 8,667 Value ($000) $756 Avg Close Range
Q2 2025
Shares 7,048 Value ($000) $576 Avg Close Range
Q1 2025
Shares 6,672 Value ($000) $526 Avg Close Range
Q4 2024
Shares 7,640 Value ($000) $578 Avg Close Range
Q3 2024
Shares 5,010 Value ($000) $405 Avg Close Range