SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 15,681 Value ($000) $1,218 Avg Close Range
Q3 2025
Shares 16,105 Value ($000) $1,262 Avg Close Range
Q2 2025
Shares 16,578 Value ($000) $1,342 Avg Close Range
Q1 2025
Shares 17,889 Value ($000) $1,461 Avg Close Range
Q4 2024
Shares 18,414 Value ($000) $1,448 Avg Close Range
Q3 2024
Shares 19,825 Value ($000) $1,645 Avg Close Range
Q2 2024
Shares 21,096 Value ($000) $1,616 Avg Close Range
Q1 2024
Shares 25,377 Value ($000) $1,938 Avg Close Range
Q4 2023
Shares 31,299 Value ($000) $2,254 Avg Close Range
Q3 2023
Shares 35,989 Value ($000) $2 Avg Close Range
Q2 2023
Shares 36,656 Value ($000) $3 Avg Close Range
Q1 2023
Shares 37,448 Value ($000) $3 Avg Close Range
Q4 2022
Shares 39,148 Value ($000) $3 Avg Close Range
Q3 2022
Shares 39,452 Value ($000) $2,633 Avg Close Range
Q2 2022
Shares 37,370 Value ($000) $2,697 Avg Close Range
Q1 2022
Shares 37,181 Value ($000) $2,822 Avg Close Range
Q4 2021
Shares 38,233 Value ($000) $2,948 Avg Close Range
Q3 2021
Shares 37,981 Value ($000) $2,615 Avg Close Range
Q2 2021
Shares 37,353 Value ($000) $2,614 Avg Close Range
Q1 2021
Shares 35,667 Value ($000) $2,436 Avg Close Range
Q4 2020
Shares 35,296 Value ($000) $2,381 Avg Close Range
Q3 2020
Shares 35,966 Value ($000) $2,305 Avg Close Range
Q2 2020
Shares 38,774 Value ($000) $2,274 Avg Close Range
Q4 2019
Shares 38,090 Value ($000) $2,399 Avg Close Range
Q3 2019
Shares 37,805 Value ($000) $2,322 Avg Close Range
Q2 2019
Shares 38,486 Value ($000) $2,235 Avg Close Range
Q1 2019
Shares 38,954 Value ($000) $2,186 Avg Close Range
Q4 2018
Shares 38,059 Value ($000) $1,933 Avg Close Range
Q3 2018
Shares 37,375 Value ($000) $2,016 Avg Close Range
Q2 2018
Shares 37,125 Value ($000) $1,913 Avg Close Range
Q1 2018
Shares 37,668 Value ($000) $1,982 Avg Close Range