SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 2,583 Value ($000) $141 Avg Close — Range —
Q3 2025
Shares 2,583 Value ($000) $139 Avg Close — Range —
Q2 2023
Shares 37 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 37 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 37 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 57 Value ($000) $2 Avg Close — Range —