SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 6,690 Value ($000) $366 Avg Close — Range —
Q3 2025
Shares 8,938 Value ($000) $481 Avg Close — Range —
Q2 2025
Shares 10,218 Value ($000) $535 Avg Close — Range —
Q1 2025
Shares 8,293 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 10,635 Value ($000) $514 Avg Close — Range —
Q4 2023
Shares 3,113 Value ($000) $117 Avg Close — Range —
Q3 2023
Shares 1,453 Value ($000) $48 Avg Close — Range —