Park Square Financial Group’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	$520K	Buy	6,371 +279	+5%	+$22.8K	0.38%	50
2025 Q1	$480K	Buy	6,092 +676	+12%	+$53.3K	0.38%	44
2024 Q4	$410K	Buy	+5,416	New	+$410K	0.28%	46