SELECT SECTOR SPDR TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 3,288 Value ($000) $255 Avg Close Range
Q3 2025
Shares 3,113 Value ($000) $244 Avg Close Range
Q2 2025
Shares 3,166 Value ($000) $256 Avg Close Range
Q1 2025
Shares 3,166 Value ($000) $259 Avg Close Range
Q4 2024
Shares 3,166 Value ($000) $249 Avg Close Range
Q3 2024
Shares 3,215 Value ($000) $267 Avg Close Range
Q2 2024
Shares 3,215 Value ($000) $246 Avg Close Range
Q1 2024
Shares 3,215 Value ($000) $245 Avg Close Range
Q2 2019
Shares 10 Value ($000) $1 Avg Close Range
Q3 2018
Shares 93 Value ($000) $5 Avg Close Range
Q2 2018
Shares 93 Value ($000) $5 Avg Close Range
Q1 2018
Shares 93 Value ($000) $5 Avg Close Range