GWP
Gateway Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
+6,810
| New | +$556K | 0.11% | 185 |
|
|
2024
Q3 | – | Sell |
-2,990
| Closed | -$204K | – | 293 |
|
|
2024
Q2 | $204K | Buy |
+2,990
| New | +$204K | 0.06% | 254 |
|
|
2024
Q1 | – | Sell |
-3,475
| Closed | -$220K | – | 256 |
|
|
2023
Q4 | $220K | Sell |
3,475
-49,412
| -93% | -$3.13M | 0.09% | 205 |
|
|
2023
Q3 | $3.12M | Buy |
52,887
+2,118
| +4% | +$125K | 0.56% | 40 |
|
|
2023
Q2 | $3.32M | Buy |
50,769
+1,193
| +2% | +$78.1K | 0.59% | 37 |
|
|
2023
Q1 | $3.36M | Buy |
49,576
+7,077
| +17% | +$479K | 0.52% | 34 |
|
|
2022
Q4 | $3M | Buy |
+42,499
| New | +$3M | 0.51% | 37 |
|