Grantvest 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	$246K	Sell	3,007 -81	-3%	-$6.62K	0.18%	122
2025 Q1	$243K	Sell	3,088 -67	-2%	-$5.28K	0.2%	111
2024 Q4	$239K	Buy	+3,155	New	+$239K	0.27%	105