ARS Investment Partners’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 | $574K | Buy |
|
|||||
|
2025
Q2 | $461K | Buy |
|
|||||
|
2025
Q1 | $391K | Hold |
|
|||||
|
2024
Q4 | $391K | Buy |
|
|||||
|
2024
Q3 | $393K | Buy |
|
|||||
|
2024
Q2 | $300K | Buy |
|
|||||
|
2024
Q1 | $284K | Sell |
|
|||||
|
2023
Q4 | $274K | Buy |
|
|||||
|
2023
Q3 | $253K | Buy |
|
|||||
|
2023
Q2 | $267K | Buy |
|
|||||
|
2023
Q1 | $276K | Sell |
|
|||||
|
2022
Q4 | $296K | Buy |
|
|||||
|
2022
Q3 | $273K | Buy |
|
|||||
|
2022
Q2 | $274K | Sell |
|
|||||
|
2022
Q1 | $1.76M | Sell |
|
|||||
|
2021
Q4 | $1.72M | Buy |
|
|||||
|
2021
Q3 | $1.52M | Buy |
|
|||||
|
2021
Q2 | $1.38M | Buy |
|
|||||
|
2021
Q1 | $1.33M | Buy |
|
|||||
|
2020
Q4 | $1.2M | Buy |
|
|||||
|
2020
Q3 | $1.01M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $866K | Buy |
|
|||||
|
2019
Q4 | $963K | Sell |
|
|||||
|
2019
Q3 | $1.01M | Buy |
|
|||||
|
2019
Q2 | $755K | Buy |
|
|||||
|
2019
Q1 | $728K | Buy |
|
|||||
|
2018
Q4 | $638K | Buy |
|
|||||
|
2018
Q3 | $609K | Buy |
|
|||||
|
2018
Q2 | $465K | Sell |
|
|||||
|
2018
Q1 | $479K | Buy |
|
|||||
|
2017
Q4 | $448K | Buy |
|
|||||
|
2017
Q3 | $441K | Buy |
|
|||||
|
2017
Q2 | $413K | Buy |
|
|||||
|
2017
Q1 | $332K | Buy |
|
|||||
|
2016
Q4 | $221K | Sell |
|
|||||
|
2016
Q3 | $1.83M | Buy |
|
|||||
|
2016
Q2 | $1.9M | Sell |
|
|||||
|
2016
Q1 | $1.83M | Buy |
|
|||||
|
2015
Q4 | $1.53M | Buy |
|
|||||
|
2015
Q3 | $1.52M | Sell |
|
|||||
|
2015
Q2 | $1.47M | Buy |
|
|||||
|
2015
Q1 | $1.48M | Buy |
|
|||||
|
2014
Q4 | $1.57M | Buy |
|
|||||
|
2014
Q3 | $1.39M | Buy |
|
|||||
|
2014
Q2 | $1.42M | Buy |
|
|||||
|
2014
Q1 | $1.28M | Buy |
|
|||||
|
2013
Q4 | $764K | Buy |
|