SELECT SECTOR SPDR TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 21,396 Value ($000) $913 Avg Close — Range —
Q3 2025
Shares 7,849 Value ($000) $685 Avg Close — Range —
Q2 2025
Shares 4,041 Value ($000) $330 Avg Close — Range —
Q1 2025
Shares 3,921 Value ($000) $309 Avg Close — Range —
Q4 2023
Shares 3,695 Value ($000) $234 Avg Close — Range —
Q3 2023
Shares 5,975 Value ($000) $352 Avg Close — Range —
Q2 2023
Shares 6,785 Value ($000) $444 Avg Close — Range —
Q1 2023
Shares 8,007 Value ($000) $542 Avg Close — Range —
Q4 2022
Shares 9,061 Value ($000) $639 Avg Close — Range —
Q3 2022
Shares 7,814 Value ($000) $512 Avg Close — Range —
Q2 2022
Shares 4,175 Value ($000) $293 Avg Close — Range —
Q1 2022
Shares 5,010 Value ($000) $373 Avg Close — Range —
Q4 2021
Shares 5,010 Value ($000) $340 Avg Close — Range —
Q3 2021
Shares 5,810 Value ($000) $389 Avg Close — Range —
Q2 2021
Shares 6,460 Value ($000) $419 Avg Close — Range —
Q1 2021
Shares 6,775 Value ($000) $440 Avg Close — Range —
Q4 2020
Shares 7,300 Value ($000) $458 Avg Close — Range —
Q3 2020
Shares 9,125 Value ($000) $584 Avg Close — Range —
Q2 2020
Shares 12,670 Value ($000) $734 Avg Close — Range —
Q1 2020
Shares 11,918 Value ($000) $692 Avg Close — Range —
Q4 2019
Shares 11,758 Value ($000) $760 Avg Close — Range —