OPPS
Obsidian Personal Planning Solutions’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
3,275
| – | – | 0.11% | 83 |
|
|
2025
Q1 | $258K | Hold |
3,275
| – | – | 0.12% | 80 |
|
|
2024
Q4 | $255K | Hold |
3,275
| – | – | 0.12% | 75 |
|
|
2024
Q3 | $262K | Hold |
3,275
| – | – | 0.14% | 67 |
|
|
2024
Q2 | $223K | Hold |
3,275
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $219K | Buy |
+3,275
| New | +$219K | 0.14% | 89 |
|