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

AmeriServ Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Sell
14,370
-43,529
-75% -$3.55M 0.58% 23
2025
Q1 		$4.57M Buy
57,899
+799
+1% +$63K 2.64% 7
2024
Q4 		$4.32M Buy
+57,100
New +$4.32M 2.33% 10
2023
Q3 		$1.74M Buy
+29,477
New +$1.74M 3.21% 7