Private Client 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	–	Sell	-3,313	Closed	-$261K	–	229
2025 Q1	$261K	Buy	3,313 +21	+0.6%	+$1.66K	0.13%	150
2024 Q4	$249K	Buy	3,292 +649	+25%	+$49.1K	0.13%	147
2024 Q3	$213K	Buy	+2,643	New	+$213K	0.11%	161