CYG

Clean Yield Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$98K	Hold	1,200	–	–	0.03%	170
2025 Q1	$94.6K	Hold	1,200	–	–	0.03%	171
2024 Q4	$90.8K	Hold	1,200	–	–	0.03%	185
2024 Q3	$96.9K	Hold	1,200	–	–	0.03%	178
2024 Q2	$81.8K	Hold	1,200	–	–	0.03%	186
2024 Q1	$78.8K	Hold	1,200	–	–	0.03%	193
2023 Q4	$76K	Hold	1,200	–	–	0.03%	196
2023 Q3	$71.5K	Hold	1,200	–	–	0.03%	197
2023 Q2	$78.5K	Hold	1,200	–	–	0.03%	198
2023 Q1	$81.2K	Hold	1,200	–	–	0.03%	195
2022 Q4	$84.6K	Hold	1,200	–	–	0.04%	193
2022 Q3	$79K	Hold	1,200	–	–	0.04%	192
2022 Q2	$84K	Hold	1,200	–	–	0.03%	197
2022 Q1	$89K	Hold	1,200	–	–	0.03%	204
2021 Q4	$86K	Hold	1,200	–	–	0.03%	226
2021 Q3	$77K	Hold	1,200	–	–	0.03%	231
2021 Q2	$76K	Buy	+1,200	New	+$76K	0.03%	222
2021 Q1	–	Sell	-1,200	Closed	-$75K	–	394
2020 Q4	$75K	Hold	1,200	–	–	0.03%	212
2020 Q3	$71K	Hold	1,200	–	–	0.03%	193
2020 Q2	$68K	Hold	1,200	–	–	0.03%	189
2020 Q1	$66K	Hold	1,200	–	–	0.03%	178
2019 Q4	$78K	Hold	1,200	–	–	0.02%	191
2019 Q3	$78K	Hold	1,200	–	–	0.03%	184
2019 Q2	$72K	Hold	1,200	–	–	0.03%	185
2019 Q1	$70K	Hold	1,200	–	–	0.03%	171
2018 Q4	$64K	Buy	+1,200	New	+$64K	0.03%	175
2017 Q2	–	Sell	-1,200	Closed	-$62K	–	272
2017 Q1	$62K	Buy	+1,200	New	+$62K	0.03%	176
2016 Q4	–	Sell	-1,200	Closed	-$59K	–	286
2016 Q3	$59K	Hold	1,200	–	–	0.03%	174
2016 Q2	$63K	Hold	1,200	–	–	0.03%	167
2016 Q1	$58K	Buy	+1,200	New	+$58K	0.03%	166
2015 Q2	–	Sell	-1,200	Closed	-$53K	–	304
2015 Q1	$53K	Buy	+1,200	New	+$53K	0.02%	172