SAM
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Smithbridge Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$967K Sell
11,970
-134
-1% -$10.8K 0.17% 98
2024
Q2
$825K Buy
+12,104
New +$825K 0.17% 95