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Essential Planning’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Essential Planning’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,698
Closed -$1.17M – 309
2024
Q4 		$1.17M Buy
+14,698
New +$1.17M 0.01% 223