SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q3 2025
Shares 1,617 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 1,617 Value ($000) $239 Avg Close — Range —
Q1 2025
Shares 1,760 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 2,232 Value ($000) $294 Avg Close — Range —
Q3 2024
Shares 1,653 Value ($000) $224 Avg Close — Range —
Q2 2024
Shares 1,728 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 1,691 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 1,820 Value ($000) $207 Avg Close — Range —
Q2 2021
Shares 2,074 Value ($000) $212 Avg Close — Range —
Q3 2018
Shares 1,779 Value ($000) $139 Avg Close — Range —
Q1 2018
Shares 2,468 Value ($000) $183 Avg Close — Range —