SeaBridge Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
2,827
-3,802
-57% -$310K 0.04% 187
2025
Q1
$523K Hold
6,629
0.11% 138
2024
Q4
$502K Buy
+6,629
New +$502K 0.11% 141