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Tolleson Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Tolleson Wealth Management’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
Q2 		$344K Hold
4,213
– – 0.06% 68
2025
Q1 		$332K Hold
4,213
– – 0.06% 70
2024
Q4 		$319K Buy
+4,213
New +$319K 0.07% 79