New England Private Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$215K Buy
2014
Q4
Sell
2014
Q3
$368K Sell
2014
Q2
$774K Hold
2014
Q1
$725K Buy