SYM Financial Corp’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	$11.4K	Sell	248 -28	-10%	-$1.26K	﹤0.01%	397
2025 Q4	$11.8K	Hold	276	–	–	﹤0.01%	400
2025 Q3	$12K	Hold	276	–	–	﹤0.01%	393
2025 Q2	$11.3K	Hold	276	–	–	﹤0.01%	401
2025 Q1	$10.9K	Buy	276 +248	+886%	+$9.69K	﹤0.01%	338
2024 Q4	$1.06K	Sell	28 -69,972	-100%	-$2.78M	﹤0.01%	330
2024 Q3	$2.83M	Buy	+70,000	New	+$2.6M	0.38%	29
2020 Q4	–	Sell	-44	Closed	-$1K	–	96
2020 Q3	$1K	Buy	+44	New	+$1.31K	﹤0.01%	83
2020 Q1	–	Sell	-80	Closed	-$3K	–	104
2019 Q4	$3K	Buy	+80	New	+$2.54K	﹤0.01%	95
2019 Q3	–	Sell	-116	Closed	-$3K	–	75
2019 Q2	$3K	Buy	+116	New	+$3.41K	﹤0.01%	70