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Kingswood Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Kingswood Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$576K Buy
7,048
+376
+6% +$30.7K 0.05% 377
2025
Q1 		$526K Sell
6,672
-968
-13% -$76.3K 0.05% 379
2024
Q4 		$578K Buy
7,640
+2,630
+52% +$199K 0.04% 401
2024
Q3 		$405K Buy
+5,010
New +$405K 0.03% 514