GW & Wade’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GW & Wade’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.82M	Buy
2023 Q3	$660K	Sell
2023 Q2	$873K	Sell
2023 Q1	$1.89M	Sell
2022 Q4	$2.11M	Sell
2022 Q3	$4.28M	Buy
2022 Q2	$265K	Buy
2022 Q1	$215K	Buy