Ethos Financial Group’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	$16.5M	Sell	202,537 -215	-0.1%	-$17.6K	1.42%	15
2025 Q1	$16M	Buy	+202,752	New	+$16M	1.53%	14
2023 Q4	–	Sell	-13,356	Closed	-$787K	–	300
2023 Q3	$787K	Buy	+13,356	New	+$787K	0.2%	69