Modern Wealth 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	$8.6M	Buy	105,340 +17,693	+20%	+$1.44M	0.21%	107
2025 Q1	$6.91M	Buy	87,647 +6,895	+9%	+$544K	0.22%	94
2024 Q4	$6.11M	Buy	+80,752	New	+$6.11M	0.23%	90