Wood Tarver Financial 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
Q2
$38K Sell
470
-1
-0.2% -$81 0.01% 302
2025
Q1
$37.1K Sell
471
-16
-3% -$1.26K 0.01% 291
2024
Q4
$36K Buy
+487
New +$36K 0.01% 293