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Breakwater Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Breakwater Investment 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 		$654 Hold
8
– – ﹤0.01% 290
2025
Q1 		$631 Hold
8
– – ﹤0.01% 296
2024
Q4 		$606 Hold
8
– – ﹤0.01% 288
2024
Q3 		$647 Buy
+8
New +$647 ﹤0.01% 288