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

AmeriServ Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Sell
2025 Q1	$4.57M	Buy
2024 Q4	$4.32M	Buy
2023 Q3	$1.74M	Buy