SELECT SECTOR SPDR TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 17,906 Value ($000) $2,138 Avg Close — Range —
Q3 2025
Shares 9,200 Value ($000) $2,205 Avg Close — Range —
Q2 2025
Shares 10,436 Value ($000) $2,268 Avg Close — Range —
Q1 2025
Shares 10,527 Value ($000) $2,079 Avg Close — Range —
Q4 2024
Shares 10,589 Value ($000) $2,376 Avg Close — Range —
Q3 2024
Shares 10,887 Value ($000) $2,181 Avg Close — Range —
Q2 2024
Shares 10,979 Value ($000) $2,003 Avg Close — Range —
Q1 2024
Shares 11,124 Value ($000) $2,046 Avg Close — Range —
Q4 2023
Shares 11,783 Value ($000) $2,107 Avg Close — Range —
Q3 2023
Shares 12,412 Value ($000) $1,998 Avg Close — Range —
Q2 2023
Shares 12,342 Value ($000) $2,096 Avg Close — Range —
Q1 2023
Shares 13,622 Value ($000) $2,037 Avg Close — Range —
Q4 2022
Shares 19,218 Value ($000) $2,482 Avg Close — Range —
Q3 2022
Shares 20,605 Value ($000) $2,935 Avg Close — Range —
Q2 2022
Shares 22,507 Value ($000) $3,094 Avg Close — Range —
Q1 2022
Shares 21,071 Value ($000) $3,898 Avg Close — Range —
Q4 2021
Shares 21,248 Value ($000) $3,784 Avg Close — Range —
Q3 2021
Shares 21,128 Value ($000) $4,376 Avg Close — Range —
Q2 2021
Shares 20,990 Value ($000) $3,857 Avg Close — Range —
Q1 2021
Shares 19,879 Value ($000) $3,521 Avg Close — Range —
Q4 2020
Shares 19,854 Value ($000) $3,192 Avg Close — Range —
Q3 2020
Shares 19,964 Value ($000) $3,051 Avg Close — Range —
Q2 2020
Shares 19,253 Value ($000) $2,493 Avg Close — Range —
Q1 2020
Shares 18,692 Value ($000) $1,959 Avg Close — Range —
Q4 2019
Shares 18,666 Value ($000) $2,341 Avg Close — Range —