SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 3,024 Value ($000) $135 Avg Close — Range —
Q3 2025
Shares 1,512 Value ($000) $135 Avg Close — Range —
Q2 2025
Shares 1,314 Value ($000) $111 Avg Close — Range —
Q1 2025
Shares 1,314 Value ($000) $123 Avg Close — Range —
Q4 2024
Shares 1,314 Value ($000) $113 Avg Close — Range —
Q3 2024
Shares 1,314 Value ($000) $115 Avg Close — Range —
Q2 2024
Shares 1,456 Value ($000) $133 Avg Close — Range —
Q1 2024
Shares 1,456 Value ($000) $137 Avg Close — Range —
Q4 2023
Shares 1,456 Value ($000) $122 Avg Close — Range —
Q3 2023
Shares 1,426 Value ($000) $129 Avg Close — Range —
Q2 2023
Shares 1,623 Value ($000) $132 Avg Close — Range —
Q1 2023
Shares 1,623 Value ($000) $134 Avg Close — Range —
Q4 2022
Shares 1,623 Value ($000) $142 Avg Close — Range —
Q3 2022
Shares 1,623 Value ($000) $117 Avg Close — Range —