LGL Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

LGL Partners’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 Q2	$257K	Buy
2025 Q1	$232K	Buy
2024 Q4	$221K	Sell
2024 Q3	$246K	Sell
2024 Q2	$219K	Buy
2024 Q1	–	Sell
2023 Q4	$205K	Buy
2023 Q1	–	Sell
2022 Q4	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$238K	Buy