Asset Dedication LLC’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Asset Dedication LLC’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	$3.66K	Buy
2023 Q3	–	Sell
2023 Q2	$6K	Buy
2016 Q1	–	Sell
2015 Q4	$13K	Buy