Summit Wealth Partners’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	$433K	Buy	+5,303	New	+$433K	0.08%	143
2024 Q4	–	Sell	-3,741	Closed	-$302K	–	239
2024 Q3	$302K	Buy	+3,741	New	+$302K	0.06%	191