Okabena Investment Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Okabena Investment Services’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	$456K	Buy
2025 Q1	$429K	Buy
2024 Q4	$409K	Buy
2024 Q3	$403K	Hold
2024 Q2	$340K	Hold
2024 Q1	$328K	Hold
2023 Q4	$316K	Buy