Flagship Wealth Advisors’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
Q2
$207K Buy
2,535
+100
+4% +$8.17K 0.08% 112
2025
Q1
$192K Buy
2,435
+300
+14% +$23.7K 0.08% 112
2024
Q4
$162K Buy
+2,135
New +$162K 0.1% 107