GK 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
Q2
$365K Buy
4,474
+2
+0% +$163 0.33% 74
2025
Q1
$353K Buy
4,472
+828
+23% +$65.3K 0.4% 66
2024
Q4
$276K Buy
+3,644
New +$276K 0.35% 91