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Round Rock Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Round Rock Advisors’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 		$4.38M Buy
53,647
+5,195
+11% +$424K 0.76% 24
2025
Q1 		$3.82M Buy
+48,452
New +$3.82M 0.71% 27