SELECT SECTOR SPDR TR

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

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 2,844 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 1,537 Value ($000) $368 Avg Close — Range —
Q2 2025
Shares 1,688 Value ($000) $367 Avg Close — Range —
Q4 2024
Shares 1,806 Value ($000) $405 Avg Close — Range —
Q4 2023
Shares 537 Value ($000) $96 Avg Close — Range —
Q3 2023
Shares 243 Value ($000) $39 Avg Close — Range —