MWM
XLU icon

MFG Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

MFG Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.45M Buy
42,204
+587
+1% +$47.9K 2.9% 6
2025
Q1 		$3.28M Buy
41,617
+244
+0.6% +$19.2K 3.13% 4
2024
Q4 		$3.13M Buy
+41,373
New +$3.13M 2.87% 10