1 North Wealth Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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