Lionsbridge Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Lionsbridge Wealth Management’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 Q3	$1.66M	Buy
2025 Q2	$1.52M	Sell
2025 Q1	$3.24M	Buy
2024 Q4	$1.74M	Sell
2024 Q3	$2M	Sell
2024 Q2	$1.71M	Buy
2020 Q1	–	Sell
2019 Q4	$13K	Buy