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Barnes Dennig Private Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Barnes Dennig Private Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.1K Buy
295
+162
+122% +$13.2K 0.03% 155
2025
Q1 		$10.5K Buy
+133
New +$10.5K 0.02% 133