IMA Advisory Services’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	$133K	Hold	1,627	–	–	0.01%	181
2025 Q1	$128K	Buy	+1,627	New	+$128K	0.02%	183
2018 Q4	–	Sell	-16	Closed	-$1K	–	353
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	334
2018 Q2	$1K	Buy	+16	New	+$1K	﹤0.01%	462