Tandem Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Tandem Wealth Advisors’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
2025 Q3	$584K	Buy
2025 Q2	$443K	Sell
2025 Q1	$430K	Buy
2024 Q4	$367K	Buy