SELECT SECTOR SPDR TR

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

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

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

Q4 2025
Shares 9,182 Value ($000) $395 Avg Close — Range —
Q3 2025
Shares 4,721 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 3,944 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 4,482 Value ($000) $311 Avg Close — Range —
Q1 2024
Shares 4,472 Value ($000) $281 Avg Close — Range —
Q4 2023
Shares 3,651 Value ($000) $223 Avg Close — Range —
Q3 2023
Shares 4,372 Value ($000) $256 Avg Close — Range —
Q2 2023
Shares 8,075 Value ($000) $528 Avg Close — Range —
Q1 2023
Shares 6,523 Value ($000) $451 Avg Close — Range —
Q4 2022
Shares 6,473 Value ($000) $441 Avg Close — Range —