IMA Advisory Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

IMA Advisory Services’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	–	Sell
2025 Q2	$133K	Hold
2025 Q1	$128K	Buy
2018 Q4	–	Sell
2018 Q3	$1K	Hold
2018 Q2	$1K	Buy