Kaizen Financial Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$309K Hold
2025
Q1
$298K Buy
2024
Q4
$251K Sell
2024
Q3
$512K Buy