Ameritas Advisory Services’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 | $1.05M | Sell |
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|
2025
Q2 | $3.07M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.18M | Buy |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.49M | Buy |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $930K | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $5.3M | Sell |
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|
2022
Q3 | $5.1M | Buy |
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|
2022
Q2 | $5.12M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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