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Tepp RIA’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Tepp RIA’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
Q1 		– Sell
-19,898
Closed -$1.51M – 34
2024
Q4 		$1.51M Buy
+19,898
New +$1.51M 2.23% 8