WWA
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WCG Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

WCG Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.09M Buy
+86,812
New +$7.09M 0.46% 68
2024
Q1 		– Sell
-12,127
Closed -$768K – 314
2023
Q4 		$768K Buy
+12,127
New +$768K 0.06% 216