Encompass More Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.99M Buy
2025
Q2
$1.76M Sell
2025
Q1
$2.53M Buy
2024
Q4
$2.15M Buy
2024
Q3
$468K Sell
2024
Q2
$403K Buy
2024
Q1
$257K Buy