KWB Wealth’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	$258K	Sell	3,276 -1,781	-35%	-$140K	0.03%	134
2025 Q1	$383K	Sell	5,057 -1,365	-21%	-$103K	0.05%	111
2024 Q4	$519K	Buy	+6,422	New	+$519K	0.06%	83