Capital Insight 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	$5.48M	Sell	67,111 -3,385	-5%	-$276K	0.95%	33
2025 Q1	$5.56M	Buy	70,496 +60,208	+585%	+$4.75M	0.97%	37
2024 Q4	$779K	Buy	+10,288	New	+$779K	0.13%	111