Carson Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Carson Advisory’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$282K	Hold
2025 Q2	$264K	Hold
2025 Q1	$255K	Buy
2024 Q4	–	Sell
2024 Q3	$712K	Buy
2024 Q2	$575K	Buy
2024 Q1	$545K	Buy
2023 Q4	$512K	Buy