Roble Belko & Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	24	–	–	﹤0.01%	439
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	448
2025 Q3	$1K	Hold	24	–	–	﹤0.01%	420
2025 Q2	$1K	Hold	24	–	–	﹤0.01%	403
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	389
2024 Q4	$1K	Hold	24	–	–	﹤0.01%	364
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	338
2024 Q2	$1K	Hold	24	–	–	﹤0.01%	320
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	310
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	315
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	283
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	284
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	287
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	310
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	309
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	310
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	364
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	338
2021 Q3	$1K	Buy	+24	New	+$802	﹤0.01%	312
2016 Q2	–	Sell	-248	Closed	-$6K	–	304
2016 Q1	$6K	Buy	+248	New	+$5.72K	﹤0.01%	189