Carson Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Carson Advisory’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 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