Morningstar Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Morningstar Investment Management’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$4.42M	Buy
2024 Q4	$4.23M	Buy
2024 Q3	$3.72M	Sell
2024 Q2	$21.6M	Buy
2024 Q1	$4.85M	Buy
2023 Q4	$2.85M	Buy