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

Cordatus 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	$3.23M	Buy
2025 Q2	$3.01M	Sell
2025 Q1	$2.92M	Sell
2024 Q4	$7.87M	Buy
2024 Q3	$2.71M	Buy
2024 Q2	$2.25M	Buy
2024 Q1	$2.14M	Buy