SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 1,395 Value ($000) $216 Avg Close Range
Q3 2025
Shares 1,563 Value ($000) $241 Avg Close Range
Q2 2025
Shares 2,589 Value ($000) $382 Avg Close Range
Q1 2025
Shares 3,169 Value ($000) $415 Avg Close Range
Q4 2024
Shares 2,198 Value ($000) $290 Avg Close Range
Q3 2024
Shares 4,102 Value ($000) $556 Avg Close Range
Q2 2024
Shares 4,370 Value ($000) $533 Avg Close Range
Q1 2024
Shares 4,428 Value ($000) $558 Avg Close Range
Q4 2023
Shares 5,066 Value ($000) $578 Avg Close Range
Q2 2023
Shares 7,757 Value ($000) $832 Avg Close Range
Q1 2023
Shares 9,089 Value ($000) $920 Avg Close Range