Beacon Investment Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beacon Investment Advisory Services’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	$215K	Buy
2019 Q1	–	Sell
2018 Q4	$249K	Hold
2018 Q3	$247K	Hold
2018 Q2	$244K	Hold
2018 Q1	$237K	Buy