Financial Partners Group (Tennessee)’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	–	Sell	-31,901	Closed	-$2.52M	–	95
2025 Q1	$2.52M	Sell	31,901 -9,172	-22%	-$723K	1.09%	26
2024 Q4	$3.11M	Buy	41,073 +17,961	+78%	+$1.36M	1.29%	21
2024 Q3	$1.87M	Buy	+23,112	New	+$1.87M	0.7%	35