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Spinnaker Investment Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Spinnaker Investment Group’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$795K Buy
9,730
+4,297
+79% +$351K 0.19% 38
2025
Q1 		$428K Buy
5,433
+499
+10% +$39.3K 0.1% 65
2024
Q4 		$373K Buy
+4,934
New +$373K 0.09% 61