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

SkyOak 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 Q4	$258K	Hold
2025 Q3	$264K	Hold
2025 Q2	$247K	Hold
2025 Q1	$238K	Sell
2024 Q4	$232K	Buy
2020 Q2	–	Sell
2020 Q1	$5.81M	Buy
2019 Q4	$270K	Buy