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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
14,899
+7,653
+106% +$625K 0.05% 217
2025
Q1
$571K Buy
7,246
+715
+11% +$56.4K 0.03% 302
2024
Q4
$494K Buy
6,531
+1,528
+31% +$116K 0.03% 335
2024
Q3
$404K Buy
+5,003
New +$404K 0.02% 366