Freestone Grove Partners’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	-167,807	Closed	-$13.2M	–	878
2025 Q1	$13.2M	Buy	+167,807	New	+$13.2M	0.14%	204