SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 8,448 Value ($000) $1,216 Avg Close — Range —
Q3 2025
Shares 4,236 Value ($000) $1,194 Avg Close — Range —
Q2 2025
Shares 5,391 Value ($000) $1,365 Avg Close — Range —
Q1 2025
Shares 5,382 Value ($000) $1,111 Avg Close — Range —
Q4 2024
Shares 1,175 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 1,174 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 1,177 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 1,149 Value ($000) $239 Avg Close — Range —
Q4 2023
Shares 1,148 Value ($000) $221 Avg Close — Range —
Q4 2021
Shares 1,673 Value ($000) $291 Avg Close — Range —