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Focus Partners Advisor Solutions’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Focus Partners Advisor Solutions’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
3,139
-178
-5% -$14.5K ﹤0.01% 928
2025
Q1 		$262K Buy
3,317
+592
+22% +$46.7K ﹤0.01% 812
2024
Q4 		$206K Buy
2,725
+6
+0.2% +$454 ﹤0.01% 726
2024
Q3 		$220K Buy
+2,719
New +$220K ﹤0.01% 693