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

Cherry Tree Wealth Management’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	$547K	Hold
2025 Q2	$512K	Sell
2025 Q1	$523K	Hold
2024 Q4	$502K	Hold
2024 Q3	$536K	Hold
2024 Q2	$452K	Hold
2024 Q1	$436K	Sell
2023 Q4	$441K	Sell
2023 Q3	$459K	Sell
2023 Q2	$552K	Buy