4A
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4Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

4Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$433K Buy
5,300
+218
+4% +$17.8K 0.44% 75
2025
Q1 		$401K Buy
5,082
+369
+8% +$29.1K 0.44% 83
2024
Q4 		$357K Buy
+4,713
New +$357K 0.36% 93