HWAM
Hennion & Walsh Asset Management’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 | $413K | Hold |
5,062
| – | – | 0.02% | 733 |
|
|
2025
Q1 | $399K | Hold |
5,062
| – | – | 0.02% | 698 |
|
|
2024
Q4 | $383K | Hold |
5,062
| – | – | 0.02% | 700 |
|
|
2024
Q3 | $407K | Hold |
5,062
| – | – | 0.02% | 668 |
|
|
2024
Q2 | $345K | Hold |
5,062
| – | – | 0.02% | 694 |
|
|
2024
Q1 | $332K | Hold |
5,062
| – | – | 0.02% | 663 |
|
|
2023
Q4 | $321K | Hold |
5,062
| – | – | 0.02% | 665 |
|
|
2023
Q3 | $298K | Hold |
5,062
| – | – | 0.02% | 648 |
|
|
2023
Q2 | $331K | Buy |
+5,062
| New | +$331K | 0.02% | 623 |
|