HUB Investment 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	$291K	Buy	3,560 +1	+0%	+$82	0.01%	478
2025 Q1	$281K	Sell	3,559 -90	-2%	-$7.1K	0.01%	433
2024 Q4	$276K	Buy	+3,649	New	+$276K	0.01%	419
2021 Q3	–	Sell	-11,442	Closed	-$723K	–	227
2021 Q2	$723K	Buy	+11,442	New	+$723K	0.19%	105