Sarah T. Connolly’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
2023 Q3	–	Sell	-14,304	Closed	-$936K	–	96
2023 Q2	$936K	Sell	14,304 -105	-0.7%	-$6.87K	0.57%	57
2023 Q1	$975K	Buy	14,409 +2,424	+20%	+$164K	0.62%	58
2022 Q4	$845K	Buy	11,985 +796	+7%	+$56.1K	0.57%	60
2022 Q3	$733K	Buy	+11,189	New	+$733K	0.54%	63