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

McGlone Suttner 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 Q2	$811K	Buy
2025 Q1	$782K	Buy
2024 Q4	$750K	Buy
2024 Q3	$604K	Sell
2024 Q2	$777K	Sell
2024 Q1	$806K	Buy
2023 Q4	$777K	Buy
2023 Q3	$722K	Sell
2023 Q2	$840K	Buy
2023 Q1	$868K	Buy
2022 Q4	$903K	Buy