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Axis Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Axis Wealth Partners’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 		$487K Buy
5,968
+2
+0% +$163 0.32% 90
2025
Q1 		$470K Buy
5,966
+96
+2% +$7.57K 0.35% 82
2024
Q4 		$444K Buy
+5,870
New +$444K 0.37% 83