SELECT SECTOR SPDR TR

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

Premier Path Wealth Partners, LLC's Holding History (CIK: 0001999925)

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

Q4 2025
Shares 51,673 Value ($000) $2,206 Avg Close Range
Q3 2025
Shares 27,747 Value ($000) $2,420 Avg Close Range
Q2 2025
Shares 27,182 Value ($000) $2,220 Avg Close Range
Q1 2025
Shares 26,450 Value ($000) $2,086 Avg Close Range
Q4 2024
Shares 26,968 Value ($000) $2,041 Avg Close Range
Q3 2024
Shares 24,576 Value ($000) $1,985 Avg Close Range
Q2 2024
Shares 22,876 Value ($000) $1,559 Avg Close Range
Q1 2024
Shares 24,689 Value ($000) $1,621 Avg Close Range
Q4 2023
Shares 20,420 Value ($000) $1,314 Avg Close Range