Fortis Capital Advisors’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	-3,139	Closed	-$248K	–	292
2025 Q1	$248K	Buy	+3,139	New	+$248K	0.05%	218
2023 Q2	–	Sell	-225	Closed	-$15.2K	–	630
2023 Q1	$15.2K	Sell	225 -245	-52%	-$16.6K	0.01%	424
2022 Q4	$33.1K	Buy	+470	New	+$33.1K	0.02%	345