HIW
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Holos Integrated Wealth’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Holos Integrated Wealth’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 		$74.3K Hold
862
– – 0.04% 101
2025
Q1 		$68K Sell
862
-116
-12% -$9.15K 0.04% 100
2024
Q4 		$74K Buy
+978
New +$74K 0.05% 92