Pinnacle Family Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
2025
Q1
$578K Sell
2024
Q4
$1.56M Buy
2024
Q3
$928K Buy
2024
Q2
$446K Buy