Graybill 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
$260K Buy
3,178
+777
+32% +$63.5K 0.08% 75
2025
Q1
$189K Buy
+2,401
New +$189K 0.06% 77
2024
Q3
$204K Buy
+2,526
New +$204K 0.08% 58