Demars Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
3,986
-4,196,375
-100% -$343M 0.13% 68
2025
Q1
$53.3M Buy
4,200,361
+426,079
+11% +$5.4M 1.52% 11
2024
Q4
$49.9M Buy
+3,774,282
New +$49.9M 1.61% 11