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GWN Securities’s Utilities Select Sector SPDR Fund XLU Stock Holding History

GWN Securities’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 		$734K Sell
8,988
-59,400
-87% -$4.85M 0.14% 156
2025
Q1 		$5.42M Buy
68,388
+62,417
+1,045% +$4.95M 0.31% 72
2024
Q4 		$475K Buy
+5,971
New +$475K 0.13% 160