Centurion Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.86M Buy
59,532
+13,767
+30% +$1.12M 1.39% 15
2025
Q1
$3.46M Hold
45,765
1.08% 22
2024
Q4
$3.46M Buy
45,765
+2,602
+6% +$197K 1.08% 22
2024
Q3
$3.49M Buy
+43,163
New +$3.49M 1.11% 21