Fortem Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$495K Buy
2025
Q2
$303K Sell
2025
Q1
$1.22M Sell
2024
Q4
$1.89M Buy
2024
Q3
$1.98M Buy