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Perissos Private Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Perissos Private Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Hold
2,955
– – 0.19% 64
2025
Q1 		$233K Buy
2,955
+17
+0.6% +$1.34K 0.21% 65
2024
Q4 		$222K Hold
2,938
– – 0.17% 81
2024
Q3 		$237K Buy
+2,938
New +$237K 0.19% 74