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Lifeworks Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Lifeworks Advisors’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 		$228K Buy
2,789
+153
+6% +$12.5K 0.03% 291
2025
Q1 		$208K Sell
2,636
-8
-0.3% -$631 0.03% 296
2024
Q4 		$200K Buy
+2,644
New +$200K 0.04% 298