Ethos Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ethos Financial Group’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 Q3	$17.8M	Buy
2025 Q2	$16.5M	Sell
2025 Q1	$16M	Buy
2023 Q4	–	Sell
2023 Q3	$787K	Buy