Medallion Wealth Advisors, LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Sell
2025 Q4	$124K	Sell
2025 Q3	$129K	Sell
2025 Q2	$145K	Sell
2025 Q1	$140K	Buy
2024 Q4	$124K	Buy