Park Edge Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
18,234
-21,910
-55% -$1.79M 0.38% 53
2025
Q1
$3.17M Buy
40,144
+5,048
+14% +$398K 0.88% 16
2024
Q4
$2.66M Buy
35,096
+4,047
+13% +$306K 0.77% 26
2024
Q3
$2.51M Buy
+31,049
New +$2.51M 0.72% 22