Tidemark’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tidemark’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
2026 Q1	$6.24K	Buy
2025 Q2	–	Sell
2025 Q1	$1.66K	Hold
2024 Q4	$1.58K	Sell
2024 Q3	$7.97K	Sell
2024 Q2	$6.72K	Sell
2024 Q1	$14.9K	Hold
2023 Q4	$14.4K	Buy