Nicolet Advisory Services’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	$333K	Buy	+3,878	New	+$333K	0.03%	288
2025 Q1	–	Sell	-4,132	Closed	-$312K	–	412
2024 Q4	$312K	Buy	4,132 +1,100	+36%	+$83.1K	0.03%	284
2024 Q3	$247K	Buy	+3,032	New	+$247K	0.02%	322