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

Marcum Wealth’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
2024 Q4	–	Sell
2024 Q3	$359K	Sell
2024 Q2	$335K	Sell
2024 Q1	$385K	Buy
2023 Q4	$234K	Sell
2023 Q3	$584K	Sell
2023 Q2	$656K	Buy
2023 Q1	$622K	Sell
2022 Q4	$690K	Buy
2022 Q3	$478K	Buy
2022 Q2	$355K	Buy