PlanWiser Financial’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	–	Sell	-26,650	Closed	-$2.15M	–	52
2025 Q1	$2.15M	Buy	+26,650	New	+$2.15M	1.95%	20