Verdence Capital Advisors’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
Q2
$214K Buy
+2,620
New +$214K 0.01% 634
2025
Q1
Sell
-7,271
Closed -$550K 676
2024
Q4
$550K Buy
7,271
+2,818
+63% +$213K 0.04% 342
2024
Q3
$360K Buy
+4,453
New +$360K 0.03% 466