Legacy Capital Group California’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	-3,237	Closed	-$245K	–	366
2024 Q4	$245K	Buy	+3,237	New	+$245K	0.07%	277