Keystone Financial Group (Georgia)’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
1,204
+8
+0.7% +$670 0.06% 75
2025
Q1
$96.3K Buy
1,196
+9
+0.8% +$724 0.07% 71
2024
Q4
$89.9K Buy
+1,187
New +$89.9K 0.07% 78