Darwin Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.99K	Buy	65 +64	+6,400%	+$2.87K	﹤0.01%	455
2025 Q4	$50	Buy	+1	New	+$44	﹤0.01%	644
2025 Q3	–	Hold	0	–	–	–	590
2025 Q2	–	Sell	-442	Closed	-$17.6K	–	595
2025 Q1	$16.8K	Hold	442	–	–	0.01%	326
2024 Q4	$16.8K	Sell	442 -790	-64%	-$31.3K	0.01%	326
2024 Q3	$49.7K	Buy	+1,232	New	+$45.7K	0.01%	235
2023 Q2	–	Sell	-45,748	Closed	-$1.58M	–	173
2023 Q1	$1.58M	Buy	45,748 +35,798	+360%	+$1.21M	0.43%	53
2022 Q4	$355K	Buy	+9,950	New	+$338K	0.09%	116
2020 Q3	–	Sell	-8,560	Closed	-$241K	–	177
2020 Q2	$241K	Sell	8,560 -700	-8%	-$20.2K	0.06%	135
2020 Q1	$256K	Sell	9,260 -48	-0.5%	-$1.53K	0.08%	109
2019 Q4	$301K	Sell	9,308 -608	-6%	-$19.3K	0.08%	128
2019 Q3	$321K	Buy	9,916 +52	+0.5%	+$1.6K	0.1%	116
2019 Q2	$294K	Sell	9,864 -626	-6%	-$18.4K	0.09%	126
2019 Q1	$305K	Sell	10,490 -1,198	-10%	-$33.3K	0.1%	121
2018 Q4	$309K	Buy	+11,688	New	+$318K	0.22%	75