Wela Strategies’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 Q2	$5.95M	Buy	72,821 +2,180	+3%	+$178K	2.35%	11
2025 Q1	$5.57M	Sell	70,641 -47,780	-40%	-$3.77M	2.35%	12
2024 Q4	$7.38M	Buy	+118,421	New	+$7.38M	3.18%	8