SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 725 Value ($000) $40 Avg Close — Range —
Q3 2025
Shares 763 Value ($000) $41 Avg Close — Range —
Q2 2025
Shares 763 Value ($000) $40 Avg Close — Range —
Q1 2025
Shares 763 Value ($000) $38 Avg Close — Range —
Q4 2024
Shares 763 Value ($000) $37 Avg Close — Range —
Q3 2024
Shares 725 Value ($000) $33 Avg Close — Range —
Q2 2024
Shares 725 Value ($000) $30 Avg Close — Range —
Q1 2024
Shares 725 Value ($000) $31 Avg Close — Range —
Q4 2023
Shares 525 Value ($000) $20 Avg Close — Range —
Q3 2023
Shares 525 Value ($000) $17 Avg Close — Range —
Q2 2023
Shares 705 Value ($000) $24 Avg Close — Range —
Q1 2023
Shares 705 Value ($000) $23 Avg Close — Range —
Q4 2022
Shares 705 Value ($000) $24 Avg Close — Range —
Q3 2022
Shares 705 Value ($000) $21 Avg Close — Range —
Q2 2022
Shares 705 Value ($000) $22 Avg Close — Range —
Q1 2022
Shares 705 Value ($000) $27 Avg Close — Range —
Q4 2021
Shares 705 Value ($000) $28 Avg Close — Range —
Q3 2021
Shares 845 Value ($000) $32 Avg Close — Range —
Q2 2021
Shares 705 Value ($000) $26 Avg Close — Range —
Q1 2021
Shares 705 Value ($000) $24 Avg Close — Range —
Q4 2020
Shares 705 Value ($000) $21 Avg Close — Range —
Q3 2020
Shares 180 Value ($000) $4 Avg Close — Range —
Q2 2020
Shares 180 Value ($000) $4 Avg Close — Range —
Q1 2020
Shares 180 Value ($000) $4 Avg Close — Range —
Q4 2019
Shares 180 Value ($000) $6 Avg Close — Range —