Disciplined Investors’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	$782K	Buy	9,571 +19	+0.2%	+$1.55K	0.61%	45
2025 Q1	$753K	Sell	9,552 -6	-0.1%	-$473	0.68%	40
2024 Q4	$714K	Buy	+9,558	New	+$714K	0.69%	41