WorthPointe’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 Q1	–	Sell	-16,854	Closed	-$1.28M	–	100
2024 Q4	$1.28M	Sell	16,854 -425	-2%	-$32.2K	0.52%	25
2024 Q3	$1.4M	Buy	+17,279	New	+$1.4M	0.59%	22