West Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

West Financial Advisors’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$87.6K	Hold
2025 Q2	$82K	Sell
2025 Q1	$3.42M	Buy
2024 Q4	$2.74M	Buy
2024 Q3	$2.68M	Buy
2022 Q4	–	Sell
2022 Q3	$1.41M	Sell
2022 Q2	$1.56M	Buy
2022 Q1	$1.58M	Buy