1 North Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

1 North Wealth Services’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.99M	Sell
2025 Q2	$3.8M	Buy
2025 Q1	$3.25M	Buy
2019 Q4	$9.04M	Buy
2019 Q3	$8.57M	Buy
2019 Q1	$7.42M	Buy
2018 Q4	$6.5M	Buy