SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 41,501 Value ($000) $6,438 Avg Close Range
Q3 2025
Shares 40,084 Value ($000) $6,182 Avg Close Range
Q2 2025
Shares 41,208 Value ($000) $6,079 Avg Close Range
Q1 2025
Shares 42,849 Value ($000) $5,616 Avg Close Range
Q4 2024
Shares 28,545 Value ($000) $3,761 Avg Close Range
Q1 2022
Shares 2,548 Value ($000) $262 Avg Close Range
Q4 2021
Shares 2,548 Value ($000) $270 Avg Close Range
Q3 2019
Shares 1,959 Value ($000) $152 Avg Close Range
Q2 2019
Shares 16,386 Value ($000) $1,269 Avg Close Range
Q1 2019
Shares 45,077 Value ($000) $3,382 Avg Close Range
Q4 2018
Shares 45,515 Value ($000) $2,932 Avg Close Range
Q3 2018
Shares 49,951 Value ($000) $3,916 Avg Close Range
Q2 2018
Shares 36,793 Value ($000) $2,635 Avg Close Range
Q1 2018
Shares 47,025 Value ($000) $3,494 Avg Close Range
Q4 2017
Shares 45,063 Value ($000) $3,410 Avg Close Range
Q3 2017
Shares 38,775 Value ($000) $2,753 Avg Close Range
Q2 2017
Shares 33,903 Value ($000) $2,309 Avg Close Range
Q1 2017
Shares 21,171 Value ($000) $1,377 Avg Close Range
Q4 2016
Shares 19,850 Value ($000) $1,235 Avg Close Range
Q3 2016
Shares 4,753 Value ($000) $277 Avg Close Range
Q2 2016
Shares 4,457 Value ($000) $250 Avg Close Range
Q1 2016
Shares 5,457 Value ($000) $303 Avg Close Range
Q4 2015
Shares 6,197 Value ($000) $329 Avg Close Range
Q3 2015
Shares 4,697 Value ($000) $234 Avg Close Range
Q2 2015
Shares 14,302 Value ($000) $773 Avg Close Range
Q1 2015
Shares 6,575 Value ($000) $367 Avg Close Range
Q4 2014
Shares 23,919 Value ($000) $1,353 Avg Close Range