SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 7,901 Value ($000) $1,138 Avg Close — Range —
Q3 2025
Shares 4,371 Value ($000) $1,232 Avg Close — Range —
Q2 2025
Shares 4,433 Value ($000) $1,123 Avg Close — Range —
Q4 2024
Shares 5,727 Value ($000) $1,332 Avg Close — Range —
Q4 2023
Shares 1,125 Value ($000) $217 Avg Close — Range —
Q3 2023
Shares 633 Value ($000) $104 Avg Close — Range —