Transcendent Capital Group’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
-872
Closed -$66K 432
2024
Q4
$66K Sell
872
-109
-11% -$8.25K 0.03% 161
2024
Q3
$79.2K Hold
981
0.04% 164
2024
Q2
$66.8K Buy
+981
New +$66.8K 0.04% 163