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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$452K Buy
6,895
+568
+9% +$37.2K 0.78% 24
2022
Q2
$444K Buy
6,327
+796
+14% +$55.9K 0.71% 27
2022
Q1
$412K Buy
5,531
+4,222
+323% +$314K 0.58% 34
2021
Q4
$94K Hold
1,309
0.13% 99
2021
Q3
$85K Buy
+1,309
New +$85K 0.12% 110