Summit Place Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit Place Financial Advisors’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$1.83M	Sell
2023 Q2	$2.08M	Sell
2023 Q1	$2.35M	Sell
2022 Q4	$2.55M	Buy
2022 Q3	$1.96M	Buy
2021 Q1	–	Sell
2020 Q4	$207K	Sell
2020 Q3	$220K	Buy
2020 Q2	–	Sell
2020 Q1	$652K	Buy