WESTWOOD BROADMARK TACTICAL GROWTH FUND XLU Holdings History
WESTWOOD BROADMARK TACTICAL GROWTH FUND's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-04-30, WESTWOOD BROADMARK TACTICAL GROWTH FUND held 125,461.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $9.90 Mil. This investment constitutes 54.69% of their stock portfolio, and WESTWOOD BROADMARK TACTICAL GROWTH FUND now holds 0.06% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2022Q4. And since then WESTWOOD BROADMARK TACTICAL GROWTH FUND has made 1 purchases of XLU, at an average price of $68.63, for a total of 322,472.00 shares. In addition, there have been 1 sales at an average price of $67.36 for 197,011.00 shares. Based on historical transaction data and XLU's current price of $81.90, WESTWOOD BROADMARK TACTICAL GROWTH FUND's estimated gain on his XLU holdings is $1.41 Mil, reflecting a 6.39% gain to date.
WESTWOOD BROADMARK TACTICAL GROWTH FUND XLU ($81.90) Holding Chart
WESTWOOD BROADMARK TACTICAL GROWTH FUND XLU ($81.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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