WWM
XLU icon

Wolff Wiese Magana’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wolff Wiese Magana’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6K Hold
343
– – 0.01% 416
2026
Q1 		$15.7K Buy
343
+43
+14% +$1.93K 0.01% 373
2025
Q4 		$12.8K Hold
300
– – 0.01% 395
2025
Q3 		$13.1K Hold
300
– – 0.01% 401
2025
Q2 		$12.2K Hold
300
– – 0.01% 372
2025
Q1 		$11.8K Hold
300
– – 0.01% 376
2024
Q4 		$11.4K Hold
300
– – 0.01% 403
2024
Q3 		$12.1K Hold
300
– – 0.01% 402
2024
Q2 		$10.2K Hold
300
– – 0.01% 321
2024
Q1 		$9.85K Hold
300
– – 0.01% 299
2023
Q4 		$9.5K Sell
300
-2,586
-90% -$79.1K 0.01% 293
2023
Q3 		$85K Sell
2,886
-162
-5% -$5.22K 0.07% 143
2023
Q2 		$99.7K Buy
3,048
+2
+0.1% +$67 0.08% 135
2023
Q1 		$103K Hold
3,046
– – 0.08% 134
2022
Q4 		$107K Sell
3,046
-2,360
-44% -$80.2K 0.09% 127
2022
Q3 		$177K Buy
5,406
+248
+5% +$9.09K 0.14% 115
2022
Q2 		$181K Buy
5,158
+2,782
+117% +$101K 0.13% 122
2022
Q1 		$88K Buy
2,376
+1,776
+296% +$61.6K 0.06% 206
2021
Q4 		$21K Buy
+600
New +$20.2K 0.01% 426
2021
Q1 		– Sell
-1,408
Closed -$44K – 780
2020
Q4 		$44K Buy
+1,408
New +$44.6K 0.04% 284

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return