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Family Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Family Management’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 		$1.31K Hold
16
– – ﹤0.01% 219
2025
Q1 		$1.26K Hold
16
– – ﹤0.01% 203
2024
Q4 		$1.21K Buy
+16
New +$1.21K ﹤0.01% 187