Evergreen Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Evergreen Capital Management’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
2026 Q1	$226K	Buy
2020 Q4	–	Sell
2020 Q3	$213K	Hold
2020 Q2	$202K	Buy
2020 Q1	–	Sell
2019 Q4	$232K	Hold
2019 Q3	$232K	Hold
2019 Q2	$214K	Buy