Monument Capital 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	$4.78M	Buy	58,511 +463	+0.8%	+$37.8K	1.24%	21
2025 Q1	$4.58M	Buy	+58,048	New	+$4.58M	1.41%	18
2024 Q4	–	Sell	-62,396	Closed	-$5.04M	–	218
2024 Q3	$5.04M	Buy	+62,396	New	+$5.04M	1.39%	18