SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 8,939 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 4,821 Value ($000) $413 Avg Close — Range —
Q2 2022
Shares 200,310 Value ($000) $14,324 Avg Close — Range —
Q3 2019
Shares 358 Value ($000) $21 Avg Close — Range —
Q2 2017
Shares 5,889 Value ($000) $382 Avg Close — Range —
Q1 2017
Shares 17,919 Value ($000) $1,253 Avg Close — Range —
Q4 2016
Shares 14,469 Value ($000) $1,090 Avg Close — Range —