J. Safra Sarasin Holding’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	$1.32M	Buy	16,240 +6,500	+67%	+$530K	0.02%	278
2025 Q1	$760K	Sell	9,740 -4,500	-32%	-$351K	0.01%	373
2024 Q4	$1.08M	Buy	14,240 +4,500	+46%	+$341K	0.02%	302
2024 Q3	$783K	Hold	9,740	–	–	0.01%	353
2024 Q2	$664K	Buy	+9,740	New	+$664K	0.01%	382