United Advisor 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	$358K	Buy	4,382 +22	+0.5%	+$1.8K	0.06%	286
2025 Q1	$344K	Buy	4,360 +361	+9%	+$28.5K	0.07%	257
2024 Q4	$303K	Buy	3,999 +226	+6%	+$17.1K	0.06%	295
2024 Q3	$305K	Buy	+3,773	New	+$305K	0.07%	279