Strategic Wealth Investment 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	$456K	Buy	5,588 +620	+12%	+$50.6K	0.66%	40
2025 Q1	$392K	Sell	4,968 -57,792	-92%	-$4.56M	0.68%	41
2024 Q4	$4.75M	Sell	62,760 -13,731	-18%	-$1.04M	0.52%	50
2024 Q3	$6.23M	Buy	+76,491	New	+$6.23M	0.67%	49