Northeast Planning Associates NH’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Northeast Planning Associates NH’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 Q3	$312K	Sell
2025 Q2	$296K	Sell
2025 Q1	$344K	Sell
2024 Q4	$608K	Buy