Cyndeo Wealth 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
2024 Q4	–	Sell	-3,096	Closed	-$250K	–	465
2024 Q3	$250K	Buy	+3,096	New	+$250K	0.02%	403