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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$266K	Hold
2025 Q2	$249K	Hold
2025 Q1	$240K	Hold
2024 Q4	$231K	Hold
2024 Q3	$246K	Buy