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

Congress 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 Q2	$44.1M	Buy
2025 Q1	$802K	Buy
2023 Q1	–	Sell
2022 Q4	$206K	Sell
2022 Q3	$274K	Buy
2022 Q2	$209K	Sell
2022 Q1	$340K	Buy
2021 Q4	$302K	Buy