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Gradient Capital Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Gradient Capital Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Hold
3,048
– – 0.07% 144
2025
Q1 		$240K Hold
3,048
– – 0.08% 142
2024
Q4 		$231K Hold
3,048
– – 0.07% 145
2024
Q3 		$246K Buy
+3,048
New +$246K 0.08% 136