Adapt Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Adapt Wealth Advisors’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 Q4	$713K	Sell
2025 Q3	$989K	Sell
2025 Q2	$1.01M	Sell
2025 Q1	$1.1M	Sell
2024 Q4	$1.17M	Sell
2024 Q3	$6.93M	Buy
2024 Q2	$5.37M	Buy