&Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

&Partners’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.3M	Buy
2025 Q2	$8.23M	Buy
2025 Q1	$6.85M	Buy
2024 Q4	$6.07M	Buy
2024 Q3	$4.35M	Buy
2024 Q2	$423K	Buy