AHL Investment Management’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 | $654K | Sell |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $619K | Hold |
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|
2024
Q3 | $661K | Hold |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $523K | Hold |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $285K | Buy |
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