Nalls Sherbakoff Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$646K Buy
2025
Q3
$660K Buy
2025
Q2
$617K Buy
2025
Q1
$596K Buy
2023
Q4
$452K Sell
2023
Q3
$439K Buy
2023
Q2
$482K Hold
2023
Q1
$499K Buy
2018
Q4
$459K Buy