Stonebridge Financial Group’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	-325,415	Closed	-$25.7M	–	965
2025 Q1	$25.7M	Buy	325,415 +304,431	+1,451%	+$24M	2.73%	8
2024 Q4	$1.59M	Buy	+20,984	New	+$1.59M	0.18%	95