SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 113,023 Value ($000) $6,190 Avg Close — Range —
Q3 2025
Shares 105,191 Value ($000) $5,667 Avg Close — Range —
Q2 2025
Shares 111,046 Value ($000) $5,815 Avg Close — Range —
Q1 2025
Shares 111,903 Value ($000) $5,574 Avg Close — Range —
Q4 2024
Shares 72,490 Value ($000) $3,503 Avg Close — Range —
Q3 2019
Shares 579 Value ($000) $16 Avg Close — Range —
Q3 2018
Shares 141,013 Value ($000) $3,889 Avg Close — Range —
Q2 2018
Shares 105,306 Value ($000) $2,800 Avg Close — Range —
Q1 2018
Shares 130,962 Value ($000) $3,611 Avg Close — Range —
Q4 2017
Shares 127,280 Value ($000) $3,552 Avg Close — Range —
Q3 2017
Shares 112,390 Value ($000) $2,906 Avg Close — Range —
Q2 2017
Shares 101,983 Value ($000) $2,516 Avg Close — Range —
Q1 2017
Shares 76,710 Value ($000) $1,820 Avg Close — Range —
Q4 2016
Shares 70,280 Value ($000) $1,634 Avg Close — Range —
Q3 2016
Shares 11,275 Value ($000) $218 Avg Close — Range —
Q2 2016
Shares 17,971 Value ($000) $411 Avg Close — Range —
Q1 2016
Shares 17,671 Value ($000) $398 Avg Close — Range —
Q4 2015
Shares 13,393 Value ($000) $319 Avg Close — Range —
Q3 2015
Shares 14,240 Value ($000) $323 Avg Close — Range —