Marshall Investment Management’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	-14,147	Closed	-$1.12M	–	241
2025 Q1	$1.12M	Buy	14,147 +414	+3%	+$32.6K	0.69%	42
2024 Q4	$1.11M	Buy	+13,733	New	+$1.11M	0.65%	43