SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 12,464 Value ($000) $532 Avg Close — Range —
Q3 2025
Shares 5,797 Value ($000) $506 Avg Close — Range —
Q2 2025
Shares 6,045 Value ($000) $494 Avg Close — Range —
Q1 2025
Shares 6,010 Value ($000) $474 Avg Close — Range —
Q4 2024
Shares 6,291 Value ($000) $476 Avg Close — Range —
Q3 2024
Shares 6,698 Value ($000) $541 Avg Close — Range —
Q2 2024
Shares 7,653 Value ($000) $521 Avg Close — Range —
Q1 2024
Shares 9,013 Value ($000) $592 Avg Close — Range —
Q4 2023
Shares 27,652 Value ($000) $1,751 Avg Close — Range —
Q3 2023
Shares 25,357 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 21,699 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 17,307 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 14,747 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 10,728 Value ($000) $703 Avg Close — Range —
Q2 2022
Shares 3,578 Value ($000) $251 Avg Close — Range —