SELECT SECTOR SPDR TR

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

4WEALTH ADVISORS, INC.'s Holding History (CIK: 0002056676)

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

Q4 2025
Shares 9,012 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 4,893 Value ($000) $427 Avg Close — Range —
Q2 2025
Shares 5,300 Value ($000) $433 Avg Close — Range —
Q1 2025
Shares 5,082 Value ($000) $401 Avg Close — Range —
Q4 2024
Shares 4,713 Value ($000) $357 Avg Close — Range —