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

Legacy Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$230K	Buy
2019 Q3	–	Sell
2019 Q2	$3K	Hold
2019 Q1	$3K	Buy