Evernest Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Evernest Financial Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.56M	Buy
2025 Q2	$1.45M	Buy
2025 Q1	$1.25M	Buy
2024 Q4	$1.18M	Buy
2024 Q3	$1.14M	Buy
2024 Q2	$410K	Buy
2024 Q1	$345K	Sell
2023 Q4	$340K	Buy
2021 Q4	$322K	Buy