Sittner & Nelson’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	$18.4K	Hold	400	–	–	0.01%	394
2025 Q4	$17.3K	Hold	400	–	–	0.01%	358
2025 Q3	$17.4K	Hold	400	–	–	0.01%	331
2025 Q2	$16.3K	Hold	400	–	–	0.01%	338
2025 Q1	$15.8K	Hold	400	–	–	0.01%	331
2024 Q4	$15.1K	Hold	400	–	–	0.01%	321
2024 Q3	$16.2K	Hold	400	–	–	0.01%	316
2024 Q2	$13.6K	Hold	400	–	–	0.01%	323
2024 Q1	$13.1K	Hold	400	–	–	0.01%	322
2023 Q4	$12.7K	Hold	400	–	–	0.01%	328
2023 Q3	$11.8K	Sell	400 -150	-27%	-$4.83K	0.01%	329
2023 Q2	$18K	Buy	550 +150	+38%	+$5.05K	0.01%	292
2023 Q1	$13.5K	Hold	400	–	–	0.01%	334
2022 Q4	$14.1K	Hold	400	–	–	0.01%	310
2022 Q3	$13K	Hold	400	–	–	0.01%	307
2022 Q2	$14K	Hold	400	–	–	0.01%	331
2022 Q1	$15K	Hold	400	–	–	0.01%	312
2021 Q4	$14K	Hold	400	–	–	0.01%	315
2021 Q3	$13K	Hold	400	–	–	0.01%	300
2021 Q2	$13K	Hold	400	–	–	0.01%	287
2021 Q1	$13K	Hold	400	–	–	0.01%	279
2020 Q4	$13K	Buy	+400	New	+$12.7K	0.01%	266