SELECT SECTOR SPDR TR

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

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 3,557 Value ($000) $432 Avg Close — Range —
Q3 2025
Shares 3,559 Value ($000) $854 Avg Close — Range —
Q2 2025
Shares 3,662 Value ($000) $797 Avg Close — Range —
Q1 2025
Shares 3,539 Value ($000) $671 Avg Close — Range —
Q4 2024
Shares 3,278 Value ($000) $724 Avg Close — Range —
Q3 2024
Shares 3,362 Value ($000) $669 Avg Close — Range —
Q2 2024
Shares 3,270 Value ($000) $626 Avg Close — Range —
Q1 2024
Shares 3,261 Value ($000) $565 Avg Close — Range —
Q4 2023
Shares 3,086 Value ($000) $535 Avg Close — Range —
Q3 2023
Shares 3,172 Value ($000) $489 Avg Close — Range —
Q2 2023
Shares 3,355 Value ($000) $570 Avg Close — Range —
Q1 2023
Shares 3,478 Value ($000) $509 Avg Close — Range —
Q4 2022
Shares 3,467 Value ($000) $521 Avg Close — Range —