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Stack Financial Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Stack Financial Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,424
Closed -$913K – 48
2023
Q4 		$913K Buy
+14,424
New +$913K 0.1% 38