Sightline Wealth Advisors’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	$290K	Sell	3,555 -234	-6%	-$19.1K	0.14%	68
2025 Q1	$299K	Sell	3,789 -1,128	-23%	-$88.9K	0.16%	65
2024 Q4	$372K	Buy	+4,917	New	+$372K	0.2%	57