Acorn Financial Advisory Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Acorn Financial Advisory 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 Q3	$300K	Buy
2025 Q2	$281K	Buy
2025 Q1	$271K	Buy
2024 Q4	$260K	Buy
2024 Q3	$277K	Buy
2024 Q2	$234K	Buy
2024 Q1	$225K	Sell
2023 Q4	$252K	Sell
2023 Q3	$247K	Sell
2023 Q2	$277K	Buy