WNY Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$398K Sell
2024
Q3
$16.2M Sell
2024
Q2
$14.2M Sell
2024
Q1
$14.1M Buy
2023
Q4
$706K Buy
2023
Q3
$609K Buy