West Branch Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

West Branch Capital’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	$1.7K	Buy
2023 Q4	–	Sell
2023 Q3	$15.4K	Hold
2023 Q2	$17.1K	Hold
2023 Q1	$17.7K	Hold
2022 Q4	$18.5K	Buy
2022 Q3	$7K	Hold
2022 Q2	$8K	Hold
2022 Q1	$8K	Hold
2021 Q4	$8K	Buy