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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-319,538
Closed -$24.2M 232
2024
Q4
$24.2M Buy
+319,538
New +$24.2M 7.12% 3