ABLE Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$415K	Buy	5,082 +559	+12%	+$45.6K	0.1%	131
2025 Q1	$357K	Hold	4,523	–	–	0.1%	134
2024 Q4	$342K	Buy	4,523 +129	+3%	+$9.76K	0.1%	138
2024 Q3	$355K	Buy	4,394 +964	+28%	+$77.9K	0.11%	131
2024 Q2	$234K	Buy	+3,430	New	+$234K	0.08%	155