Helium 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	$252K	Buy	3,085 +25	+0.8%	+$2.04K	0.16%	89
2025 Q1	$241K	Hold	3,060	–	–	0.18%	85
2024 Q4	$232K	Buy	+3,060	New	+$232K	0.18%	86