Synergy 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
2025
Q1
Sell
-326
Closed -$26.3K 880
2024
Q4
$26.3K Buy
+326
New +$26.3K ﹤0.01% 336