MWA Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$779K Buy
2025
Q2
$719K Sell
2025
Q1
$696K Sell
2024
Q4
$678K Sell
2024
Q3
$727K Buy
2024
Q2
$596K Buy
2024
Q1
$538K Sell
2023
Q4
$524K Buy
2023
Q3
$387K Buy