Aptus Capital 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 | $513K | Sell |
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|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $16.1M | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $154K | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $4.63M | Sell |
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|
2022
Q3 | $7.09M | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $159K | Sell |
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|
2021
Q3 | $163K | Buy |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $39K | Buy |
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|
2020
Q4 | $34K | Sell |
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|
2020
Q3 | $117K | Buy |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $78K | Buy |
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