Advocate Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,474
Closed -$205K 121
2023
Q3
$205K Buy
+3,474
New +$205K 0.05% 114