Marks 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	–	Sell	-69,495	Closed	-$5.48M	–	28
2025 Q1	$5.48M	Buy	+69,495	New	+$5.48M	2.01%	7
2024 Q4	–	Sell	-182,258	Closed	-$14.7M	–	29
2024 Q3	$14.7M	Buy	+182,258	New	+$14.7M	6.32%	7