Gruss & Co’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 Q1	–	Sell	-5,500	Closed	-$416K	–	30
2024 Q4	$416K	Sell	5,500 -1,000	-15%	-$75.7K	1.78%	16
2024 Q3	$525K	Buy	+6,500	New	+$525K	4.14%	9