SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 1,778 Value ($000) $212 Avg Close — Range —
Q3 2025
Shares 889 Value ($000) $213 Avg Close — Range —
Q2 2025
Shares 390 Value ($000) $85 Avg Close — Range —
Q1 2025
Shares 390 Value ($000) $77 Avg Close — Range —
Q4 2024
Shares 390 Value ($000) $87 Avg Close — Range —
Q3 2024
Shares 390 Value ($000) $78 Avg Close — Range —
Q2 2024
Shares 390 Value ($000) $71 Avg Close — Range —
Q1 2024
Shares 390 Value ($000) $72 Avg Close — Range —
Q4 2023
Shares 390 Value ($000) $70 Avg Close — Range —
Q3 2023
Shares 390 Value ($000) $63 Avg Close — Range —
Q2 2023
Shares 390 Value ($000) $66 Avg Close — Range —
Q1 2023
Shares 390 Value ($000) $58 Avg Close — Range —
Q4 2022
Shares 390 Value ($000) $50 Avg Close — Range —
Q3 2022
Shares 390 Value ($000) $56 Avg Close — Range —