Empirical Wealth Management’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 Q1	–	Sell	-6,904	Closed	-$523K	–	716
2024 Q4	$523K	Buy	+6,904	New	+$523K	0.01%	379
2023 Q3	–	Sell	-3,075	Closed	-$201K	–	495
2023 Q2	$201K	Buy	+3,075	New	+$201K	0.01%	440