1NWS
1 North Wealth Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
46,486
+5,250
| +13% | +$429K | 1.51% | 22 |
|
|
2025
Q1 | $3.25M | Buy |
+41,236
| New | +$3.25M | 1.5% | 20 |
|
|
2019
Q4 | $9.04M | Buy |
139,888
+7,557
| +6% | +$488K | 5.59% | 2 |
|
|
2019
Q3 | $8.57M | Buy |
+132,331
| New | +$8.57M | 5.73% | 3 |
|
|
2019
Q1 | $7.42M | Buy |
127,530
+4,752
| +4% | +$276K | 5.23% | 4 |
|
|
2018
Q4 | $6.5M | Buy |
+122,778
| New | +$6.5M | 5.42% | 4 |
|