Brown, Lisle/Cummings’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Brown, Lisle/Cummings’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	$52.3K	Hold
2025 Q2	$49K	Hold
2025 Q1	$47.3K	Hold
2024 Q4	$45.4K	Buy