Uptown Financial Advisors’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	$1.35M	Buy	16,480 +3,715	+29%	+$304K	1.15%	21
2025 Q1	$1.01M	Buy	12,765 +6,495	+104%	+$512K	1.03%	21
2024 Q4	$475K	Buy	+6,270	New	+$475K	0.51%	32