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

ClientFirst Wealth Management’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 Q3	$429K	Hold
2025 Q2	$402K	Sell
2025 Q1	$428K	Buy
2024 Q4	$373K	Buy
2022 Q3	–	Sell
2022 Q2	$273K	Hold
2022 Q1	$289K	Hold
2021 Q4	$285K	Buy