BMM
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Berkshire Money Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Berkshire Money Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$22.5M Buy
275,874
+19,787
+8% +$1.62M 2.37% 13
2025
Q1 		$20.2M Buy
+256,087
New +$20.2M 2.27% 14