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Cary Street Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Cary Street Partners’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 		$4.07M Buy
49,877
+16,481
+49% +$1.35M 0.11% 192
2025
Q1 		$2.63M Sell
33,396
-1,777
-5% -$140K 0.08% 245
2024
Q4 		$2.66M Buy
+35,173
New +$2.66M 0.09% 231