M3 Advisory Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

M3 Advisory Group’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	$756K	Buy
2025 Q2	$702K	Buy
2025 Q1	$673K	Sell
2024 Q4	$648K	Buy
2024 Q3	$646K	Buy
2024 Q2	$540K	Sell
2024 Q1	$572K	Buy
2023 Q4	$550K	Buy