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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Hold
2025 Q2	$241K	Hold
2025 Q1	$233K	Buy
2024 Q4	$222K	Hold
2024 Q3	$237K	Buy