Rockport Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rockport Wealth’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.32M	Sell
2025 Q2	$5.62M	Buy
2025 Q1	$2.95M	Buy
2024 Q4	$2.35M	Sell
2024 Q3	$16.4M	Buy
2024 Q2	$12M	Buy
2024 Q1	$562K	Buy