Circle Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Circle 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	$913K	Buy
2025 Q2	$485K	Buy
2025 Q1	$210K	Buy