BBR Partners’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	$1.01M	Buy	+12,421	New	+$1.01M	0.06%	103
2024 Q2	–	Sell	-4,148	Closed	-$272K	–	269
2024 Q1	$272K	Buy	+4,148	New	+$272K	0.02%	204