Hennion & Walsh Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Hennion & Walsh Asset Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$441K	Hold
2025 Q2	$413K	Hold
2025 Q1	$399K	Hold
2024 Q4	$383K	Hold
2024 Q3	$407K	Hold
2024 Q2	$345K	Hold
2024 Q1	$332K	Hold
2023 Q4	$321K	Hold
2023 Q3	$298K	Hold
2023 Q2	$331K	Buy