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

Soltis Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$360K	Sell
2025 Q2	$367K	Sell
2025 Q1	$400K	Sell
2024 Q4	$1.33M	Buy
2024 Q3	$519K	Sell
2024 Q2	$534K	Sell
2024 Q1	$615K	Buy
2023 Q4	$495K	Buy
2023 Q3	–	Sell
2023 Q2	$246K	Buy