Journey Strategic Wealth’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Journey Strategic Wealth’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	$2.03M	Sell
2025 Q2	$2.04M	Sell
2025 Q1	$2.1M	Buy
2024 Q4	$2.01M	Buy
2024 Q3	$1.28M	Buy
2024 Q2	$285K	Buy
2022 Q1	–	Sell
2021 Q4	$200K	Buy