RWM
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Rialto Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Rialto 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 		$211K Sell
2,585
-779
-23% -$63.6K 0.06% 146
2025
Q1 		$265K Sell
3,364
-720
-18% -$56.8K 0.08% 126
2024
Q4 		$309K Buy
+4,084
New +$309K 0.1% 118