Apexium Financial’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 | $996K | Sell |
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|
2025
Q2 | $952K | Buy |
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|
2025
Q1 | $903K | Sell |
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|
2024
Q4 | $915K | Sell |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $857K | Buy |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $858K | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $827K | Buy |
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