Alan B. Lancz & Associates’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	–	Sell	-2,709	Closed	-$214K	–	133
2025 Q1	$214K	Buy	2,709 +4	+0.1%	+$315	0.23%	114
2024 Q4	$205K	Buy	+2,705	New	+$205K	0.21%	118