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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Buy
2025
Q2
$1.02M Sell
2025
Q1
$1.16M Buy
2024
Q4
$769K Sell
2024
Q3
$875K Buy