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

Wingate Wealth 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
Q1 		– Sell
-928
Closed -$70.3K – 470
2024
Q4 		$70.3K Buy
+928
New +$70.3K 0.07% 176