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

LM 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 Q3	$2.46M	Sell
2025 Q2	$2.31M	Sell
2025 Q1	$2.27M	Buy
2024 Q4	$2.14M	Sell
2024 Q3	$2.3M	Sell
2024 Q2	$2.2M	Buy
2024 Q1	$2.11M	Sell
2023 Q4	$2.24M	Buy