ADG Wealth Management 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	$3.31M	Buy	+40,506	New	+$3.31M	2.82%	11
2025 Q1	–	Sell	-43,207	Closed	-$3.27M	–	31
2024 Q4	$3.27M	Buy	+43,207	New	+$3.27M	2.9%	12