Independent Advisor Alliance’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	-284,790	Closed	-$21.6M	–	1385
2024 Q4	$21.6M	Buy	+284,790	New	+$21.6M	0.29%	75
2020 Q1	–	Sell	-36,610	Closed	-$2.37M	–	865
2019 Q4	$2.37M	Buy	+36,610	New	+$2.37M	0.1%	210