Brendel Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Brendel Financial Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$571K	Sell
2025 Q1	$954K	Buy
2024 Q1	–	Sell
2023 Q4	$703K	Buy
2023 Q3	$636K	Buy
2023 Q1	–	Sell
2022 Q4	$1.45M	Buy
2022 Q3	$1.34M	Sell
2022 Q2	$1.45M	Buy