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

Sovran Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$641K Sell
7,895
-864
-10% -$70.1K 0.07% 270
2025
Q1 		$681K Buy
8,759
+1,535
+21% +$119K 0.09% 228
2024
Q4 		$547K Buy
+7,224
New +$547K 0.08% 243