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

Strategic Wealth Management’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
2021 Q3	–	Sell
2021 Q2	$1.71M	Sell
2021 Q1	$1.77M	Sell
2020 Q4	$3.35M	Sell
2020 Q3	$3.31M	Buy
2015 Q1	–	Sell
2014 Q4	$3.52M	Buy
2013 Q3	–	Sell
2013 Q2	$6.25M	Buy