SELECT SECTOR SPDR TR

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

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 9,417 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 5,705 Value ($000) $498 Avg Close — Range —
Q2 2025
Shares 65,271 Value ($000) $5,330 Avg Close — Range —
Q1 2025
Shares 39,196 Value ($000) $3,091 Avg Close — Range —
Q4 2024
Shares 14,056 Value ($000) $1,064 Avg Close — Range —
Q3 2024
Shares 29,434 Value ($000) $2,378 Avg Close — Range —
Q2 2024
Shares 18,885 Value ($000) $1,287 Avg Close — Range —
Q1 2024
Shares 6,871 Value ($000) $451 Avg Close — Range —
Q2 2023
Shares 17,195 Value ($000) $1,125 Avg Close — Range —
Q1 2023
Shares 15,263 Value ($000) $1,033 Avg Close — Range —
Q4 2022
Shares 22,278 Value ($000) $1,571 Avg Close — Range —