KKM Financial’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
2026
Q1
$1.11M Hold
2025
Q4
$1.11M Buy
2025
Q3
$625K Buy
2025
Q2
$275K Buy