WealthPlan Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WealthPlan Investment Management’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	$303K	Buy
2023 Q3	–	Sell
2023 Q2	$98.2K	Hold
2023 Q1	$102K	Sell
2022 Q4	$209K	Hold
2022 Q3	$217K	Buy
2022 Q1	$243K	Buy