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Summit Financial Consulting’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Summit Financial Consulting’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 		$516K Sell
6,324
-1,397
-18% -$114K 0.46% 24
2025
Q1 		$609K Buy
+7,721
New +$609K 0.56% 23