SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 1,480 Value ($000) $230 Avg Close Range
Q3 2025
Shares 1,803 Value ($000) $278 Avg Close Range
Q2 2025
Shares 2,267 Value ($000) $334 Avg Close Range
Q4 2024
Shares 2,234 Value ($000) $294 Avg Close Range
Q4 2023
Shares 681 Value ($000) $78 Avg Close Range
Q3 2023
Shares 313 Value ($000) $32 Avg Close Range