Wealthedge Investment 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	$2.13M	Buy	26,095 +879	+3%	+$71.8K	0.89%	32
2025 Q1	$1.99M	Buy	25,216 +6,623	+36%	+$522K	0.9%	33
2024 Q4	$1.41M	Buy	+18,593	New	+$1.41M	0.63%	46