World Equity Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Sell
2025
Q2
$776K Buy
2025
Q1
$220K Sell
2024
Q4
$916K Buy
2024
Q3
$305K Buy
2024
Q2
$236K Buy
2023
Q1
Sell
2022
Q4
$316K Sell
2022
Q3
$310K Buy