KWM
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Keating Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Keating Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$660K Hold
10,050
– – 0.4% 23
2023
Q4 		$636K Buy
+10,050
New +$636K 0.44% 20