Wealth Advisors of Iowa’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	$13.5M	Buy	165,893 +1,607	+1%	+$131K	5.06%	10
2025 Q1	$13M	Buy	164,286 +8,972	+6%	+$707K	5.57%	7
2024 Q4	$11.8M	Buy	155,314 +519	+0.3%	+$39.3K	5.93%	7
2024 Q3	$12.5M	Buy	+154,795	New	+$12.5M	6.37%	7