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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
6,920
-183
-3% -$14.9K 0.15% 133
2025
Q1
$560K Buy
7,103
+2,619
+58% +$207K 0.18% 109
2024
Q4
$339K Buy
+4,484
New +$339K 0.11% 161