Addison Advisors’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 | $51.2K | Sell |
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|
2025
Q2 | $49.2K | Hold |
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|
2025
Q1 | $47.5K | Sell |
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|
2024
Q4 | $54.4K | Sell |
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|
2024
Q3 | $64.4K | Hold |
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|
2024
Q2 | $54.3K | Sell |
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|
2024
Q1 | $60.9K | Sell |
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|
2023
Q4 | $60.1K | Hold |
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|
2023
Q3 | $55.9K | Hold |
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|
2023
Q2 | $62.1K | Sell |
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|
2023
Q1 | $71K | Sell |
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|
2022
Q4 | $99.4K | Sell |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2020
Q4 | $23K | Buy |
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