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

SFMG Wealth Advisors’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
2020 Q2	–	Sell
2020 Q1	$13M	Buy
2016 Q3	–	Sell
2016 Q2	$327K	Sell
2016 Q1	$424K	Buy
2015 Q3	–	Sell
2015 Q2	$845K	Sell
2015 Q1	$1.94M	Buy
2014 Q3	–	Sell
2014 Q2	$13.1M	Buy
2014 Q1	$12.2M	Buy