Golden State Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Golden State Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$124K	Buy
2025 Q2	$112K	Buy
2025 Q1	$108K	Sell
2024 Q4	$104K	Buy
2020 Q2	–	Sell
2020 Q1	$50K	Buy
2019 Q4	–	Sell
2019 Q3	$58K	Hold
2019 Q2	$53K	Hold
2019 Q1	$52K	Buy