BlueStem Wealth Partners’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
2025
Q2
Sell
-81,561
Closed -$6.43M 127
2025
Q1
$6.43M Buy
+81,561
New +$6.43M 0.88% 21