SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 12,415 Value ($000) $1,785 Avg Close — Range —
Q3 2025
Shares 6,859 Value ($000) $1,973 Avg Close — Range —
Q2 2025
Shares 8,042 Value ($000) $2,061 Avg Close — Range —
Q1 2025
Shares 7,773 Value ($000) $1,542 Avg Close — Range —
Q4 2024
Shares 6,616 Value ($000) $1,514 Avg Close — Range —
Q3 2024
Shares 6,464 Value ($000) $1,483 Avg Close — Range —
Q2 2024
Shares 7,153 Value ($000) $1,700 Avg Close — Range —
Q1 2024
Shares 7,140 Value ($000) $1,441 Avg Close — Range —
Q4 2023
Shares 7,598 Value ($000) $1,487 Avg Close — Range —
Q3 2023
Shares 7,601 Value ($000) $1,268 Avg Close — Range —
Q2 2023
Shares 7,867 Value ($000) $1,368 Avg Close — Range —
Q1 2023
Shares 9,302 Value ($000) $1,404 Avg Close — Range —
Q4 2022
Shares 9,276 Value ($000) $1,325 Avg Close — Range —