Watts Gwilliam & Co’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$300K	Buy	3,801 +14	+0.4%	+$1.1K	0.06%	160
2024 Q4	$288K	Hold	3,787	–	–	0.06%	168
2024 Q3	$301K	Buy	+3,787	New	+$301K	0.07%	157
2024 Q1	$256K	Buy	+3,587	New	+$256K	0.08%	146