Lake Street Advisors Group’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
2023
Q4
Sell
-13,881
Closed -$818K 659
2023
Q3
$818K Buy
+13,881
New +$818K 0.05% 176