SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Uptown Financial Advisors LLC's Holding History (CIK: 0002066147)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,290 Value ($000) $1,763 Avg Close — Range —
Q3 2025
Shares 16,860 Value ($000) $1,470 Avg Close — Range —
Q2 2025
Shares 16,480 Value ($000) $1,347 Avg Close — Range —
Q1 2025
Shares 12,765 Value ($000) $1,007 Avg Close — Range —
Q4 2024
Shares 6,270 Value ($000) $475 Avg Close — Range —