FLP Wealth Management’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
$200K Buy
2,538
+19
+0.8% +$1.5K 0.64% 51
2024
Q4
$191K Buy
+2,519
New +$191K 0.49% 48