FMI
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F/M Investments’s Utilities Select Sector SPDR Fund XLU Stock Holding History

F/M Investments’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
Q2 		$237K Sell
2,900
-204
-7% -$16.7K 0.01% 383
2025
Q1 		$245K Hold
3,104
– – 0.01% 373
2024
Q4 		$235K Buy
3,104
+204
+7% +$15.4K 0.01% 384
2024
Q3 		$234K Buy
+2,900
New +$234K 0.01% 327