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Westover Capital Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Westover Capital Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$539K Hold
6,600
– – 0.11% 136
2025
Q1 		$520K Hold
6,600
– – 0.12% 138
2024
Q4 		$500K Hold
6,600
– – 0.11% 147
2024
Q3 		$533K Buy
+6,600
New +$533K 0.1% 142